Search accounts in the reconciliation picker helps locate a recorded account by its identifying text. It is useful when a company has several bank accounts or cards with similar display names.
- Open the reconciliation account picker.
- Enter a distinctive account name, bank name, or available last digits.
- Choose the matching account and compare its currency and statement period with your source document.
An empty search is not a deleted account
Clear or shorten the search if no matching accounts appear. The account may use a different recorded name from the nickname shown in your bank app.
If it still does not appear, check the selected company and the Accounts view. Reconciliation lists recorded Books accounts, so a source-only connection can exist elsewhere without being available here yet. Avoid creating a second account simply because one search phrase returned no result. Once you find the account, review its archived label or latest reconciliation status before beginning new work. Search is only a navigation aid; the chosen account’s actual identity and statement evidence determine whether it is the right context for matching activity, entering balances, or completing a period.
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