When importing data from other financial applications reconciliations will not import through the QIF (or QMTF) file. To quickly mark your historical transactions as reconciled we recommend creating a “catch-all” statement using the following steps:
- Select the account you would like to reconcile and click on the word Statements.
- In the statement view, click the + icon next to Make a New Statment to create a new statement.
- In the new statement window, set the open and close balance to 0, set the dates to cover the range of transactions you want to mark as reconciled. Set the dropdown next to Automatically Select to be All Transactions. When ready click “Next”
- Check the box next to the transactions you want to mark as reconciled that were not automatically selected.
- Once you have all of the older transactions marked as reconciled click “Save”
- Switch back to the register view by clicking “Transactions” from above the transaction area for the account.
At this point you should see the transactions in your account register marked as reconciled.