# Uncleared Payment Carryforward Review

Keep a recorded payment that has not cleared the statement from being selected to force a match.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Payment IDs, register dates, bank statement period, clearing evidence and next-period coverage.

## Workflow
1. Match transaction IDs and amounts to the actual statement.
2. Separate recorded payments from statement-cleared payments.
3. Carry unmatched payments as evidence questions rather than selecting them for a zero difference.
4. Return a timing register without changing checkmarks or ledger entries.

## Output contract
payment | recorded_date | statement_match | cleared_evidence | next_period | hold

## Fictional acceptance test
Fictional payment 100 is in the ledger but absent from the supplied bank statement. Its date alone is not clearing proof. Do not select it solely to remove a 100 difference.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://quickbooks.intuit.com/learn-support/en-us/help-article/statement-reconciliation/reconcile-account-quickbooks-online/L3XzsllsK_US_en_US

Checked October 12, 2026. Oct12 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude38, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia100. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured.