Want to reconcile to paper statement

Wendy Cooke

When clicking on Account Actions Icon there is not Reconcile choice to use as told in your instructions

Greg_the_Geek

Please note, if you have already chosen to Reconcile to online balance, you will not see the Auto Reconcile option as being available to select. You will need to go to Tools > Account List and click Edit next to the account you want to Auto Reconcile.

In the Account Details windows, go to the Online Services tab and uncheck Reconcile using online balance in the bottom right corner. You will now be able to follow the steps outlined above to enable Auto Reconcile and also have the option to Reconcile to online balance again.

Greg_the_Geek

Please note, if you have already chosen to Reconcile to online balance, you will not see the Auto Reconcile option as being available to select. You will need to go to Tools > Account List and click Edit next to the account you want to Auto Reconcile.

In the Account Details windows, go to the Online Services tab and uncheck Reconcile using online balance in the bottom right corner. You will now be able to follow the steps outlined above to enable Auto Reconcile and also have the option to Reconcile to online balance again.

Wendy Cooke

Afraid I dont have the reconcile using on line balance option in my ON LIne Services tab and out of my 3 accounts only on has this tab to select. Any more suggestions

Greg_the_Geek

From an account --> Ctrl R to open Reconcile windows. Do you have the choice of switching back to a paper statement?

Wendy Cooke

I am not getting the above box.Only a small one saking bor balance & date also offering a choice of catagory

Greg_the_Geek

Can you post a picture of what you're seeing using the Windows Snipping Tool?

Greg_the_Geek

Searched the Community and found the following suggestion:

Deactivate the account for downloading.  Then initiate a reconcile of the account; hopefully you will get the option to reconcile to a paper statement, and hopefully it will stick.  Then reactivate the account for downloading.  [Note, you may get transactions downloaded that were previously downloaded.]

Wendy Cooke

you will think I am a technology Dumbo and you would be right but how do I deactivate my account?

Greg_the_Geek

Deactivate Online Banking Services for a Quicken Account