Go to Reconcile Report after reconciling Credit Card Account

Sue
Sue Member ✭✭✭
edited February 21 in Reports

Can you create a prompt to print a reconcile report upon completion of a reconcile on the Credit Card account? Makes sense and would be most helpful and save having to go the extra step by going to Reports, —> Banking ——> Reconciliation I am on Windows

Thank you in advance for your assistance.

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Sue,

    Thank you for taking the time to reach out to the Community with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

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    Ideas are also reviewed by our Development and Product teams to improve Quicken and implement new features requested by customers.

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  • Sue
    Sue Member ✭✭✭

    Thank you so much, I don't usually check into the community unless I have a problem. I find it difficult to ask a question, because it's not clear. It seems that they want me to go through a lot of already asked questions, then I can't find my answer and of course sending out an idea. So I appreciate you sending my "Idea" to the proper place.

    Perhaps you can answer a question for me. I am going to meet with my accountant soon and can't get the proper information in my reports! I have been using Quicken since 2005 and never had this problem before. I am attempting to run a profit/ loss report, in one case I have no profit in another case the profit is totally off. + it is missing several accounts. I have checked everything that I know how. I don't change the options, because they have always been accurate. The profit/loss under Reports is different than the profit/loss under Business. I am totally bewildered, shouldn't they both be the same? Well, they are both wrong. One shows no profit, the other shows way too much + like I said neither report is giving me all the accounts. Is anyone else having this problem? I update each time Quicken notifies me that there is a update. Were there errors in the last backup?

    With Warmest Regards, Sue

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Try turning these preferences off, and double check your advance settings for the reports.

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  • Sue
    Sue Member ✭✭✭

    Thanks but that didn't work. I ran a bank summary and got most of my accounts "categories" but customer invoices didn't show for example. Going throughit now to make sure I can capture everything, then I guess I am going to have to hand write what is missing! Frustrating

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