QuickBooks Online Won’t Give You Reconciliation Dates via API Here’s How CPAs and SaaS Firms Are Solving It

From Frustration to Automation: A CPA’s Hack for QuickBooks Reconciliations

The Real-World CPA Use Case

One of our CPA partners manages over 200 client accounts in QuickBooks Online.

To keep things clean, they built their own automated auditing software a tool that cross-checks client books for compliance, anomalies, and reconciliation gaps.

Sounds great, right?

But there was a catch.

The CPA needed to know when each bank or credit card account was last reconciled.

Without that date, the audit tool couldn’t verify whether books were fully up-to-date. They tried the QuickBooks Online API… only to find out:

👉
QuickBooks Online doesn’t provide reconciliation dates through its API.

This isn’t just one CPA’s headache. Any firm managing multiple clients or SaaS companies building automation layers on top of QuickBooks will eventually hit the same roadblock.

So, what can you actually do? Let’s unpack the problem, then explore the solutions.

The Problem: No Reconciliation Dates in QuickBooks Online API

QuickBooks Online’s API covers transactions, accounts, customers, and vendors… but not reconciliation history.

That means:

• You cannot fetch the last reconciled date of a bank/credit card account via API.
• You cannot retrieve the statement ending date either.
• The only reliable source? QuickBooks Online’s user interface (UI).

For CPAs with dozens or hundreds of clients, manually checking each account is impractical. For SaaS companies building financial automation, it’s a missing puzzle piece.

Reference discussions from Intuit forums:

• I want to know till what date bank accounts are reconciled
• Any way to get last reconciliation date?

Solution 1: Manual Check Inside QuickBooks Online

The official method lives inside QBO itself:

1. Go to Accounting → Reconcile → History by Account.
2. Select your account.
3. You’ll see:
   • Statement Ending Date (bank statement cut-off).
   • Reconciled On (date reconciliation was completed).

👉 Works fine if you have 5 clients.

👉 Completely unscalable if you have 200+.

Top 5 QuickBooks API Limitations to Know Before Developing QBO App

Solution 2: Export and Review Reconciliation Reports

Another semi-manual approach is downloading full reconciliation reports.

• Each report shows the statement date and reconciliation status.
• They can be printed, exported, and archived for audit compliance.

👉 Good for documentation.

👉 Still manual, still slow.

Solution 3: API Workarounds (ClearedStatus)

Some developers tried using QBO’s transaction ClearedStatus field to infer reconciliations.

• You can see if a transaction is cleared / uncleared / reconciled.
  

  

• You can guess when reconciliation happened by analyzing last cleared or reconciled entries.
  

  

👉 Nice try, but not reliable.

👉 Cleared ≠ Reconciled.

Solution 4: Chrome Extension to Capture Reconciliation Dates

Here’s where our CPA’s story takes a turn.

Instead of waiting for Intuit to release an API (which accountants have been requesting for years), we built a Google Chrome extension that:

• Logs into QuickBooks Online.
• Opens History by Account for each bank/credit card.
• Extracts Statement Ending Date and Reconciled On automatically.
• Pushes that data into the CPA’s auditing software.

For a CPA managing 200+ clients, this turned hours of clicking into a fully automated background job.

👉 Benefits:

• No API required.
• Works today.
• Scales with client growth.

👉 Downsides:

• Needs Chrome extension setup.
• Still unofficial (not natively supported by Intuit).

But for CPAs and SaaS companies? This is the practical solution that bridges the API gap.

Takeaway for CPAs and SaaS Builders

• If you manage a handful of clients → manual checks are fine.
• If you manage hundreds of accounts → automation is mandatory.
• Since QuickBooks Online won’t give you reconciliation dates via API, the best option today is to scrape the UI with a Chrome extension or build similar automation.

Are you a CPA or SaaS builder tired of manually checking reconciliation dates in QuickBooks Online?

Request a Demo of our Chrome Extension and see how we automate reconciliation reporting for firms with 200+ clients.