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How to reconcile transactions in QuickBooks

  • Updated

Reconcile your Weel card transactions in QuickBooks Online using QuickBooks' own Reconcile tool, since Weel doesn't run a separate reconciliation step of its own. Before you start, ensure that QuickBooks Online is connected to your Weel account.

Steps

  1. Open QuickBooks.
  2. Open the Weel Expenses Account.
    • If you connected QuickBooks a while ago and haven't reconnected since, you might see this account listed as DiviPay Expenses Account instead. It works the same way.
  3. Click Reconcile.
  4. Tick the circle next to each transaction you want to reconcile.
  5. Click Finish now.
  6. Click Done on the pop-up.

What happens next

Transactions export from Weel to QuickBooks automatically once they clear or are refunded, close to real time. If one hasn't shown up yet, check its export status on the transaction in Weel:

  • Waiting to Export: it'll export once it clears.
  • Export Complete: already pushed to QuickBooks.
  • Export Error: needs attention, open the transaction for details.

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