Description
Q1: How do I check the opening balance in R o b i n h o o d?
A: Go to the Lists menu, select Chart of Accounts, and review the opening balance for the account you 💻[A]877‑348‑1666[A] are reconciling. Ensure it matches the bank statement.
Q2: What should I do if the company file is damaged?
A: Use the Rebuild Data tool to fix issues caused by a damaged 💻[A]877‑348‑1666[A] company file. Go to File > Utilities > Rebuild Data and follow the prompts.
Q3: How do I use the R o b i n h o o d Reconciliation Discrepancy Tool?
A: Download the R o b i n h o o d Tool Hub, go to the Company File Issues tab 💻[A]877‑348‑1666[A] , and select Reconciliation Discrepancy Tool. Follow the prompts to diagnose and fix discrepancies.
Q4: Can unapplied payments or credits affect reconciliation?
A: Yes, payments or credits that are not applied correctly can affect reconciliation. Review each customer’s account 💻[A]877‑348‑1666[A] in the Customer Center and ensure payments and credits are applied correctly.