Saving bank reconciliation reports in QuickBooks Pro

This is a common question I see on the forum:

I have QuickBooks Pro and need to print my bank statement from two months ago.  Where is it located in reports?

The quick answer is that this is a feature in the Premier program.  With Pro, you only have the option to print the last bank reconciliation.

So how do you make it so you can save them and reprint them as necessary?  Save them each month as a pdf.  Create your own file folder to hold them.   

This is also a good step to follow when you use QuickBooks payroll.  Once the year changes over in payroll feature, your reports will show the current year.  Now, say you receive a notice from the IRS that they did not receive your 941 - 2nd quarter for 2010?  You can get the data, but your forms will save 2011.  The fix:  Save your reports as pdf's.

Here is how:

I am in the bank reconciliation screen.  

I click reconcile now.  Then I click DISPLAY.  Once I have the report on the screen, I go to file, save as pdf and save it to a file folder (you can make one called Bank Rec's).  Then give the report a name.

As you can see from above, I name the first page of the bank rec and then the second page, I call it detail.

As stated above, you can do this for the payroll reports as you create them.  There is a box at the bottom of the payroll report screen that says "Save as pdf".  

Lynda
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