/** * Hover manager - mouse tracking, overlapping-element grouping, and click dispatch * * Reads (via globals): * SFE.Context - .activeMode (r/w), .actionBar, .uuidMap, * .sortHandlersByPriority, .hoverTracker * SFE.ElementState - .attachEventListener, .removeEventListener * SFE.GenerateClientUuid * SFE.OverlayManager * SFE.startEditing - set by frontend-inline-edit.js * SFE.startCommenting - set by frontend-inline-edit.js * SFE.ManagerData - .postId, .handlers, .permissions * * Exposes: SFE.HoverManager { attachActionBarToElement, findOverlappingGroup } */ (function() { 'use strict'; window.MWP = window.MWP || {}; window.MWP.SFE = window.MWP.SFE || {}; const SFE = window.MWP.SFE; SFE.ManagerData = SFE.ManagerData || {}; /** * Return whether the current user may view pending drafts. * * Comment-only users intentionally receive the normal comment handler for a * block, but must not learn that the block has a pending draft or enter the * draft-preview flow. * * @returns {boolean} True when draft state may be exposed in the UI. */ function canAccessDrafts() { const permissions = SFE.ManagerData.permissions || {}; return !!(permissions.can_publish || permissions.can_draft); } /** * Returns true while a FloatingUiMoveManager-driven UI drag session is active. * * This suppresses hover state churn while the user is repositioning plugin * chrome such as the movable mode toggle bar. * * @returns {boolean} True when a UI drag session is active. */ function isUiDragActive() { return !!( SFE.FloatingUiMoveManager && typeof SFE.FloatingUiMoveManager.isDragActive === 'function' && SFE.FloatingUiMoveManager.isDragActive() ); } /** * Return whether batch editing currently has an active editor surface. * * This mirrors the existing "active session or session still loading" * behavior so hover ownership stays stable from the first editor open. * * @returns {boolean} True when batch editing is effectively active. */ function isBatchEditingActive() { const batchManager = SFE.BatchEditManager || null; if (!batchManager || !SFE.Context.activeEditor) { return false; } return ( (typeof batchManager.isSessionActive === 'function' && batchManager.isSessionActive()) || (typeof batchManager.isEnabled === 'function' && batchManager.isEnabled()) ); } /** * Return whether one pointer coordinate lies within an element's bounds. * * @param {Element|null} element Target element. * @param {number} x Pointer client X coordinate. * @param {number} y Pointer client Y coordinate. * @returns {boolean} True when the point is inside the element box. */ function isPointWithinElementBounds(element, x, y) { if (!(element instanceof Element)) { return false; } const rect = element.getBoundingClientRect(); return ( x >= rect.left && x <= rect.right && y >= rect.top && y <= rect.bottom ); } /** * Return whether two bound elements belong to the same active block family. * * Parent/child relationships inside the active block must remain hoverable, * while unrelated overlapping siblings should be ignored when the pointer is * still inside the active block's own bounds. * * @param {HTMLElement} activeElement Active editor block root. * @param {HTMLElement} candidateElement Candidate bound element. * @returns {boolean} True when the candidate is the active element, one of * its descendants, or one of its ancestors. */ function isWithinActiveElementFamily(activeElement, candidateElement) { if (!(activeElement instanceof HTMLElement) || !(candidateElement instanceof HTMLElement)) { return false; } return ( candidateElement === activeElement || activeElement.contains(candidateElement) || candidateElement.contains(activeElement) ); } /** * Filter hover candidates during batch editing so only the active block and * its parent/child bound relatives can win hover while the pointer remains * inside the active block bounds. * * @param {HTMLElement[]} candidates Candidate editable elements under the pointer. * @param {number} clientX Pointer client X coordinate. * @param {number} clientY Pointer client Y coordinate. * @returns {HTMLElement[]} Filtered candidate elements. */ function filterBatchHoverCandidates(candidates, clientX, clientY) { if (!Array.isArray(candidates) || candidates.length === 0) { return []; } if (!isBatchEditingActive()) { return candidates; } const activeElement = SFE.Context.activeEditor?.element || null; if (!(activeElement instanceof HTMLElement)) { return candidates; } if (!isPointWithinElementBounds(activeElement, clientX, clientY)) { return candidates; } return candidates.filter(candidate => isWithinActiveElementFamily(activeElement, candidate)); } /** * Find every editable element whose overlay directly intersects the starting * element's overlay. * * This deliberately does not recursively expand through intersecting * elements. Recursive expansion turns an overlap chain into one group, so a * full-width block at the top of the viewport can pull in unrelated blocks * farther down the page. Edge contact is also excluded because it does not * produce a shared overlay area. * * @param {HTMLElement} startElement Hovered editable element. * @returns {HTMLElement[]} Directly intersecting elements, sorted for display. */ function findOverlappingGroup(startElement) { const allElements = Array.from(document.querySelectorAll('[data-mwp-sfe-bound="1"]')); const startRect = startElement.getBoundingClientRect(); const groupArray = allElements.filter(element => { if (element === startElement) { return true; } const rect = element.getBoundingClientRect(); return ( startRect.left < rect.right && startRect.right > rect.left && startRect.top < rect.bottom && startRect.bottom > rect.top ); }); // Sort by bottom Y coordinate and physical size groupArray.sort((a, b) => { const aRect = a.getBoundingClientRect(); const bRect = b.getBoundingClientRect(); // Priority 1: Bottom coordinate (the element that ends lowest on the page comes first) if (Math.abs(aRect.bottom - bRect.bottom) > 1) { return bRect.bottom - aRect.bottom; } // Priority 2: Top coordinate (if bottoms are equal, the one that starts higher up is "outermost") if (Math.abs(aRect.top - bRect.top) > 1) { return aRect.top - bRect.top; } // Fallback: DOM order (ancestors first) return a.compareDocumentPosition(b) & Node.DOCUMENT_POSITION_FOLLOWING ? -1 : 1; }); return groupArray; } /** * Attach interactive action bar to a single element */ function attachActionBarToElement(element) { const ctx = SFE.Context; const { attachEventListener, removeEventListener } = SFE.ElementState; const generateClientUuid = SFE.GenerateClientUuid; const overlayManager = SFE.OverlayManager; const hoverTracker = ctx.hoverTracker; const actionBar = ctx.actionBar; const uuidMap = ctx.uuidMap; const sortHandlersByPriority = ctx.sortHandlersByPriority; const handlers = SFE.ManagerData.handlers; const postId = SFE.ManagerData.postId; const isInlineUIEnabled = () => ctx.isInlineUIEnabled !== false; // Clean up old event listeners removeEventListener(element, 'mouseenter', 'mwpSfeShowBar'); removeEventListener(element, 'mouseleave', 'mwpSfeHideBar'); removeEventListener(element, 'mousemove', 'mwpSfeMouseMove'); removeEventListener(element, 'click', 'mwpSfeClick', true); // Clean up old action bar if (element.dataset.mwpSfeBound) { element.querySelectorAll('[data-mwp-sfe-control]').forEach(el => el.remove()); delete element.dataset.mwpSfeBound; } // SKIP nested lists if (element.tagName === 'OL' || element.tagName === 'UL') { const parentList = element.closest('li'); if (parentList) return; } let uuid = element.dataset.mwpSfeUuid; let applicableHandlers = []; // Get handlers from uuidMap if available if (uuid && uuidMap[uuid]) { if (canAccessDrafts() && uuidMap[uuid].is_pending) { element.classList.add('mwp-sfe-status-pending'); } uuidMap[uuid].handlers.forEach(handlerId => { const handler = handlers.find(h => h.id === handlerId); if (handler) applicableHandlers.push(handler); }); } if (!applicableHandlers.length) return; element.dataset.mwpSfeBound = '1'; // Sort handlers by priority const sortedHandlers = sortHandlersByPriority(applicableHandlers); const editHandler = sortedHandlers.find(handler => handler.capability === 'edit') || null; const schemaRuntime = SFE.SchemaRuntime || null; if ( editHandler && schemaRuntime && typeof schemaRuntime.syncPlaceholders === 'function' ) { schemaRuntime.syncPlaceholders(element, editHandler); } if (!uuid) { const primaryHandler = sortedHandlers[0]; const typeCode = primaryHandler.elementTypeCode || element.tagName.toLowerCase(); uuid = generateClientUuid(postId, typeCode, element); element.dataset.mwpSfeUuid = uuid; } // Detect comment-only elements (all handlers are 'comment', no edit handler). // We do NOT touch the element itself - the status is stored on the overlay only. const isCommentOnly = ( sortedHandlers.length > 0 && sortedHandlers.every(h => h.capability === 'comment') ); // Mirror the status onto the element itself so CSS can exclude locked // elements from pointer-events restoration (the same way mwp-sfe-status-pending // is used for draft elements). We keep this as the sole CSS hook - the overlay // data-status attribute remains the authoritative source for JS queries. if (isCommentOnly) { element.classList.add('mwp-sfe-status-comment-only'); } // Add persistent status overlay if (overlayManager) { let status = 'editable'; if (element.classList.contains('mwp-sfe-status-pending')) status = 'pending'; else if (isCommentOnly) status = 'comment-only'; overlayManager.addStatusOverlay(element, status); } // Store handlers and uuid on element for later retrieval element._mwpSfeHandlers = sortedHandlers; element._mwpSfeUuid = uuid; // Use mousemove with elementsFromPoint to detect overlapping elements const mouseMoveHandler = function(e) { if (!isInlineUIEnabled()) { if (overlayManager) overlayManager.hideHover(); actionBar.hide(); hoverTracker.lastHoveredElements = []; hoverTracker.currentGroupId = null; hoverTracker.bottommostElement = null; hoverTracker.isProcessing = false; return; } // Suppress all hover state changes while a save is in progress. if (ctx.isSaving) return; if (isUiDragActive()) return; hoverTracker.currentMousePos = { x: e.clientX, y: e.clientY }; if (hoverTracker.isProcessing) return; hoverTracker.isProcessing = true; requestAnimationFrame(() => { if (isUiDragActive()) { hoverTracker.isProcessing = false; return; } // Preserve the current hover while the pointer crosses the tiny // block-to-action-bar gap. Without this, an overlapping parent block // wins elementsFromPoint() before the pointer can reach the bar. if (actionBar.isPointerInHoverTransferCorridor(e.clientX, e.clientY)) { hoverTracker.isProcessing = false; return; } const elementsAtPoint = document.elementsFromPoint(e.clientX, e.clientY); // If hovering action bar, don't change state const hoveringActionBar = elementsAtPoint.some(el => el.classList.contains('mwp-sfe-inline-actions') || el.closest('.mwp-sfe-inline-actions') ); if (hoveringActionBar) { hoverTracker.isProcessing = false; return; } // Get editable elements const editableElements = elementsAtPoint.filter(el => el.dataset.mwpSfeBound === '1' && !el.classList.contains('mwp-sfe-element-active') && !el.closest('[data-mwp-sfe-control]') ); const batchHoverCandidates = filterBatchHoverCandidates( editableElements, e.clientX, e.clientY ); if (batchHoverCandidates.length === 0) { // No elements - hide hover overlay, and (outside batch) the action bar too if (overlayManager) overlayManager.hideHover(); if (!isBatchEditingActive()) { actionBar.hide(); } hoverTracker.lastHoveredElements = []; hoverTracker.currentGroupId = null; hoverTracker.bottommostElement = null; hoverTracker.isProcessing = false; return; } // When a batch editor is active, pending drafts and comment-only elements // are locked - can't switch to them until the current editor is closed. // Lock status is read from the overlay's data-status via getElementStatus(), // so nothing extra is written to the page element itself. if (isBatchEditingActive()) { const isLocked = el => { const st = overlayManager ? overlayManager.getElementStatus(el) : null; return st === 'pending' || st === 'comment-only'; }; const switchableElements = batchHoverCandidates.filter(el => !isLocked(el)); if (switchableElements.length === 0) { // Only locked elements under cursor - hide hover. // Cursor (not-allowed) and pointer-events are CSS-driven via the // element's status overlay (data-status="pending"/"comment-only"). if (overlayManager) overlayManager.hideHover(); hoverTracker.lastHoveredElements = batchHoverCandidates; hoverTracker.currentGroupId = null; hoverTracker.bottommostElement = null; hoverTracker.isProcessing = false; return; } // Switchable elements in view - show hover. // Cursor is handled by CSS on the status overlay / bound element. if (overlayManager) overlayManager.showHover(switchableElements[0]); hoverTracker.lastHoveredElements = switchableElements; hoverTracker.currentGroupId = switchableElements.map(el => el.dataset.mwpSfeUuid).join(','); hoverTracker.bottommostElement = switchableElements[0]; hoverTracker.isProcessing = false; return; } // Find full overlapping group const overlappingGroup = findOverlappingGroup(batchHoverCandidates[0]); const groupId = overlappingGroup.map(el => el.dataset.mwpSfeUuid).join(','); // Check if we're in the same group if (groupId === hoverTracker.currentGroupId) { // Same group - follow the directly hovered element while keeping // the multi-row action bar open for the existing overlap group. const topElement = batchHoverCandidates[0]; if (overlayManager) { overlayManager.showHover(topElement); } if (overlappingGroup.length > 1 && actionBar.activeBar && actionBar.activeBar._multiElements) { actionBar.setMultiElementHoverAnchor(topElement); const focusIndex = overlappingGroup.indexOf(topElement); if (focusIndex !== -1 && focusIndex !== actionBar.activeBar._currentFocusIndex) { const rows = actionBar.activeBar.querySelectorAll('.mwp-sfe-multi-element-row'); rows.forEach((row, idx) => { row.classList.toggle('mwp-sfe-focused', idx === focusIndex); }); actionBar.activeBar._currentFocusIndex = focusIndex; } } hoverTracker.lastHoveredElements = batchHoverCandidates; hoverTracker.isProcessing = false; return; } // New group - show action bar hoverTracker.currentGroupId = groupId; hoverTracker.bottommostElement = overlappingGroup[0]; // First is bottommost hoverTracker.lastHoveredElements = batchHoverCandidates; if (overlappingGroup.length === 1) { // Single element if (overlayManager) overlayManager.showHover(overlappingGroup[0]); actionBar.show( overlappingGroup[0], overlappingGroup[0]._mwpSfeHandlers, overlappingGroup[0]._mwpSfeUuid ); } else { // Multiple overlapping elements - keep the full group, but anchor // the action bar to the exact element under the pointer. if (overlayManager) overlayManager.showHover(batchHoverCandidates[0]); actionBar.showMultiple(overlappingGroup, batchHoverCandidates[0]); } hoverTracker.isProcessing = false; }); }; attachEventListener(element, 'mousemove', mouseMoveHandler, 'mwpSfeMouseMove'); // Global mousemove to detect leaving all elements const globalMouseMoveHandler = function(e) { if (!isInlineUIEnabled()) return; // Suppress hover-state changes while a save is in progress. if (ctx.isSaving) return; // Always update current mouse position globally // This ensures the delayed timeout in the element handler has accurate position data hoverTracker.currentMousePos = { x: e.clientX, y: e.clientY }; if (isUiDragActive()) return; if (actionBar.isPointerInHoverTransferCorridor(e.clientX, e.clientY)) return; const elementsAtPoint = document.elementsFromPoint(e.clientX, e.clientY); const hasEditableElement = elementsAtPoint.some(el => el.dataset.mwpSfeBound === '1'); const hoveringActionBar = elementsAtPoint.some(el => el.classList.contains('mwp-sfe-inline-actions') || el.closest('.mwp-sfe-inline-actions') ); if (!hasEditableElement && !hoveringActionBar && hoverTracker.lastHoveredElements.length > 0) { if (overlayManager) overlayManager.hideHover(); // In batch mode with an active editor (or while the session is still // loading - isEnabled=true but isSessionActive=false), keep the action // bar visible on the active element - only hide the hover overlay. // Mirrors the dual check used in ElementState.markActive and in the // isBatchEditing() helper above. const bm = SFE.BatchEditManager || null; const batchEditing = !!( bm && SFE.Context.activeEditor && ( (typeof bm.isSessionActive === 'function' && bm.isSessionActive()) || (typeof bm.isEnabled === 'function' && bm.isEnabled()) ) ); if (!batchEditing) { actionBar.hide(); } hoverTracker.lastHoveredElements = []; hoverTracker.currentGroupId = null; hoverTracker.bottommostElement = null; } }; // Attach global handler only once - store reference for later cleanup if (!document.body._mwpSfeGlobalMouseMove) { document.body._mwpSfeGlobalMouseMove = globalMouseMoveHandler; document.body.addEventListener('mousemove', globalMouseMoveHandler); } // Track where the latest pointer press started so close-on-click decisions // can be based on interaction origin (mousedown), not click target. if (!document.body._mwpSfeGlobalMouseDown) { document.body._mwpSfeGlobalMouseDown = function(e) { const ctx = SFE.Context || {}; const activeEl = ctx.activeEditor && ctx.activeEditor.element; const startedInActiveEditor = !!(activeEl && activeEl.contains(e.target)); const startedInControl = !!(e.target && e.target.closest && e.target.closest('[data-mwp-sfe-control]')); const startedInEditable = !!(e.target && e.target.closest && e.target.closest('[data-mwp-sfe-bound="1"]')); document.body._mwpSfeMouseDownMeta = { startedInActiveEditor, startedInControl, startedInEditable }; }; document.body.addEventListener('mousedown', document.body._mwpSfeGlobalMouseDown, true); } // Global click handler: in batch mode, clicking outside the active editing // element (and outside plugin controls) should close that editor and keep // changes - mirroring the behavior of switching to another element. if (!document.body._mwpSfeGlobalClick) { const globalClickHandler = function(e) { const ctx = SFE.Context; const body = document.body; // In preview states we preserve the active editor/session and allow // normal page interaction; outside clicks must never auto-close. if ( ctx.isInlineUIEnabled === false || body.classList.contains('mwp-sfe-active-preview') || body.classList.contains('mwp-sfe-preview-mode') ) { return; } // Comment mode and draft preview are locked - only Cancel/Escape can exit. // Block ALL external clicks unconditionally, regardless of batch state. // (Draft editing is also locked but handled below via draftEditState.) if (ctx.activeMode === 'comment' || ctx.activeMode === 'draft') { if (!e.target.closest('[data-mwp-sfe-control]')) { e.preventDefault(); e.stopImmediatePropagation(); } return; } // Draft editing is also locked (activeEditor IS set in this case, but // draftEditState distinguishes it from a regular editor). if (ctx.draftEditState) return; // Never auto-close the active editor while a save is already in flight. if (ctx.isSaving) return; // Below: batch-only logic - clicking outside active editor saves and closes. const bm = SFE.BatchEditManager || null; if (!bm || !bm.isSessionActive()) return; if (!ctx.activeEditor) return; // Ignore clicks on plugin controls (toolbar, action bar, overlays, etc.) if (e.target.closest('[data-mwp-sfe-control]')) return; // Ignore clicks inside the element currently being edited const activeEl = ctx.activeEditor.element; if (activeEl && activeEl.contains(e.target)) return; // Auto-close is origin-based: only close when the interaction STARTED // outside editor/UI/editable regions. This prevents drag-select releases // from link/file controls from being misclassified as outside clicks. const downMeta = document.body._mwpSfeMouseDownMeta || null; if ( downMeta && ( downMeta.startedInActiveEditor || downMeta.startedInControl || downMeta.startedInEditable ) ) { return; } // Ignore clicks on other editable elements - their own click handler // will call startOrSwitchEditing which switches the active editor. if (e.target.closest('[data-mwp-sfe-bound="1"]')) return; // Clicked outside everything - save changes accumulated so far and // close the editor (restoreOriginal = false → keep edits in dirty map). const didClose = SFE.closeInPlaceEditor( ctx.activeEditor, false, { closeReason: 'outside-click' } ); if (didClose === false) { e.preventDefault(); e.stopImmediatePropagation(); } }; document.body._mwpSfeGlobalClick = globalClickHandler; // Use capture so it fires before element click handlers document.body.addEventListener('click', globalClickHandler, true); } // Dedicated position tracker on document capture phase - fires before any // stopPropagation in the editor tree, keeping currentMousePos accurate // even when the editor absorbs mousemove events during active editing. if (!document._mwpSfePosTracker) { document._mwpSfePosTracker = (e) => { hoverTracker.currentMousePos = { x: e.clientX, y: e.clientY }; }; document.addEventListener('mousemove', document._mwpSfePosTracker, true); } // Click listener const clickHandler = function(e) { if (!isInlineUIEnabled()) return; // Ignore clicks on plugin controls (toolbar, action bar, overlays...) if (e.target.closest('[data-mwp-sfe-control]')) return; // Capture runs from outer -> inner; when a nested editable element was // actually clicked, let its own handler decide and avoid hijacking on // the ancestor. const clickedBound = e.target.closest('[data-mwp-sfe-bound="1"]'); if (clickedBound && clickedBound !== element && element.contains(clickedBound)) { return; } // If this element is the one currently being edited, absorb the click // and stop propagation so ancestor elements (e.g. a Cover block wrapping // a Paragraph block) don't also receive it and try to switch editors. if (element.classList.contains('mwp-sfe-element-active')) { // Media editors should never forward clicks into page/lightbox handlers. if (ctx.activeEditor && ctx.activeEditor.isMediaEditor) { e.preventDefault(); e.stopImmediatePropagation(); return; } // For text/container editors, allow native click/default behavior // (e.g. toggling inside details/accordion blocks). return; } // If this element is an ancestor of the active editor element and the // click landed inside the active editor's DOM subtree, the visible area // at the click coordinates is occupied by the active editor - don't // treat this as a click on the outer (ancestor) element. // Example: clicking inside a Paragraph editor that lives inside a Cover // block should not switch the active editor to the Cover block. const _ctx = SFE.Context; if (_ctx.activeEditor && _ctx.activeEditor.element) { const _activeEl = _ctx.activeEditor.element; if ( element !== _activeEl && element.contains(_activeEl) && _activeEl.contains(e.target) ) { e.stopPropagation(); return; } } const batchManager = SFE.BatchEditManager || null; const batchSessionActive = ( batchManager && typeof batchManager.isSessionActive === 'function' && batchManager.isSessionActive() ); // Block all element-open clicks while a save is in progress. if (ctx && ctx.isSaving) { e.preventDefault(); e.stopImmediatePropagation(); return; } // In single-edit mode, prevent interruption while another element is active. if (!batchSessionActive && document.querySelector('.mwp-sfe-element-active')) { e.preventDefault(); e.stopImmediatePropagation(); return; } // Comment mode and draft mode (preview or editing) must only be exited via // Cancel or Escape - never by clicking another element. // activeMode === 'draft' covers draft PREVIEW (draftEditState is null then). // draftEditState covers draft EDITING (activeMode is cleared by openEditorInternal). if (ctx.activeMode === 'comment' || ctx.activeMode === 'draft' || ctx.draftEditState) { e.preventDefault(); e.stopPropagation(); return; } e.preventDefault(); e.stopImmediatePropagation(); // Block pending draft and comment-only interaction when another editor is active // in a batch session - the user must close the active editor first. // Lock status is read from the overlay's data-status, not the element itself. if (batchSessionActive && SFE.Context.activeEditor) { const _status = overlayManager ? overlayManager.getElementStatus(element) : null; if (_status === 'pending' || _status === 'comment-only') return; } const isPending = element.classList.contains('mwp-sfe-status-pending'); if (isPending) { // Always call loadPendingDraft directly - never route through startEditing/ // batchManager for drafts, as the batch manager ignores the 'draft' mode // and would try to open a regular editor instead. const loadDraft = SFE.DraftManager?.loadPendingDraft || SFE.loadPendingDraft; if (typeof loadDraft === 'function') { loadDraft(null, element, uuid, sortedHandlers); } } else { const editHandler = sortedHandlers.find(h => h.capability === 'edit'); const commentHandler = sortedHandlers.find(h => h.capability === 'comment'); if (editHandler) { ctx.activeMode = 'edit'; SFE.startEditing(element, editHandler, uuid, e, false, ctx.activeMode); } else if (commentHandler) { // Comment-only element: Start commenting directly const bar = actionBar.show(element, sortedHandlers, uuid); if (bar) SFE.startCommenting(bar, element, sortedHandlers, uuid); } } }; // Clear mode ctx.activeMode = null; attachEventListener(element, 'click', clickHandler, 'mwpSfeClick', true); // Store cleanup function on element for potential manual cleanup element._mwpSfeCleanup = () => { removeEventListener(element, 'mousemove', 'mwpSfeMouseMove'); // No need to remove global handler as it's shared }; } SFE.HoverManager = { attachActionBarToElement, findOverlappingGroup }; })(); import { Tooltip, Box } from '@elementor/ui'; import { __ } from '@wordpress/i18n'; import * as PropTypes from 'prop-types'; export const UpgradeTooltip = ( { children, disabled = false, tooltip = false, ...props } ) => { if ( disabled && tooltip ) { return ( { children } ); } return children; }; UpgradeTooltip.propTypes = { children: PropTypes.node.isRequired, disabled: PropTypes.bool, tooltip: PropTypes.bool, }; How To Reconcile in QuickBooks Online – Dlytecollections
How To Reconcile in QuickBooks Online

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How To Reconcile in QuickBooks Online

In accounting, reconciliation refers to the process of verifying the accuracy of financial records. Reversing reconciliation here keeps your records accurate, especially if the uncleared transaction never ends up coming through. Then, focus on one transaction type, matching them one by one to your bank statement. Note any difference between your bank statement ending balance and your QuickBooks balance. You can do this by connecting your bank account for automatic updates or by manually importing your latest bank statement.

You’ll also find out some of the best practices for doing so, as well as when you might need to undo reconciliation. In this post, you’ll learn when and why you should reconcile in QuickBooks. To return to the “Reconcile” page from the “Summary” or “History by account” page, click the “Reconcile” link in the upper-right corner of the window. To instead view a reconciliation summary page, click the “Summary” link in the upper-right corner of the “Reconcile” window. Then click the “Print” button in the upper-right corner of the report to print it, if needed.

How to Finish the Account Reconciliation

Then, click on the “R” at the top of the transaction to change its status. Left unchecked, these errors will affect your financial reports. Errors in data entry are another what is a contra asset reason to reverse reconciliation.

Your goal is to make sure that the difference between QuickBooks and your bank statement is zero. Once you’ve entered your statement details, QuickBooks will display a list of transactions. This helps maintain accurate financial records and avoids future discrepancies.

How to Reverse Reconciliation in QuickBooks Online

Sometimes, you may need to undo a reconciliation in QuickBooks Online due to an error in the reconciliation process or transaction adjustments. Neglecting the practice of regular reconciliation can expose your business to several risks. Maintaining accurate and up-to-date records mitigates the risk of tax errors and potential penalties. First, it ensures the accuracy of your financial data, helping you avoid errors that can lead to misinformed business decisions.

Commercial Property Management:

Then click the “History by account” link in the upper-right corner of that window to open a “History by account” page. Then click the “Close without saving” button in this window to confirm. Click the “Cancel” button in this pane to leave without saving any changes. You can remove applied filters by clicking the “X” button to the left of the applied filter’s name or by clicking the “Clear filter / View all” link. Clicking the “Deposits” tab shows only deposits in the transaction list. If needed, then enter any bank service fees or interest earned into the “Enter the service charge or interest earned, if necessary” section.

Step-by-step guide: How to reconcile a bank statement in QuickBooks Online

In QuickBooks Online, reconciliation typically involves matching transactions listed in your company’s accounting software with your corresponding bank statements. You can reconcile an account in QuickBooks Online to match the transactions on your monthly bank statement with the transactions in QuickBooks Online. By ensuring that the opening balance of the current bank statement matches the opening balance in QuickBooks Online, you reconcile the last accounting period. For anyone wondering how do I reconcile in QuickBooks Online, it’s important to review each transaction, ensure balances match the bank statement, and make careful adjustments if an error occurs. Review the opening balance and recent reconciliations, then correct or unreconcile the problematic transactions. As you review your bank statements and QuickBooks, select each transaction that matches.

  • Before you begin, gather your latest bank or credit card statement.
  • First, it ensures the accuracy of your financial data, helping you avoid errors that can lead to misinformed business decisions.
  • Let’s begin by understanding the necessary actions and items required to reconcile bank statements in QuickBooks Online.
  • Click Finish Now or Done to complete the reconciliation.
  • You can select Get Started if this is your first time reconciling.

Step 2: Go to the Reconciliation page

Enter the statement’s ending balance into the “Ending balance” field. Then click the “Let’s get reconciled” button in the pop-up window that opens to finally open the “Reconcile” page. This video lesson on how to reconcile an account in QuickBooks Online is from our complete QuickBooks Online tutorial titled “Mastering QuickBooks Online Made Easy.”

Second, it provides a clear picture of your financial health, giving you updated insights into your income, expenses, and overall profitability. Regular reconciliation allows you to catch discrepancies early, preventing a small mistake from becoming a major issue. Regularly reconciling your books is a crucial practice for ecommerce sellers. At its core, reconciliation is about accuracy and consistency. This practice involves comparing two sets of records to ensure the figures match.

Step 4: Enter statement details

Rest assured that your QuickBooks and bank statements align perfectly, giving you peace of mind when closing your books. Monthly reconciliations are standard for bank and credit card accounts. Usually the opening balance, a previously reconciled transaction, or a duplicated entry is causing a mismatch.

How often should I reconcile QuickBooks? You’ll never struggle with QuickBooks reconciliation again. Even perfect reconciliations benefit from CPA oversight. Save the reconciliation report-it serves as your audit trail. Click Finish Now or Done to complete the reconciliation. This sets your baseline for the reconciliation session.

The information at the top of the page shows the “Statement Ending Balance” minus the “Cleared Balance,” which should produce a “Difference” of zero after completing the account reconciliation. Then click the “Apply” button in the drop-down menu to apply the filters you selected. After all transactions are found and marked as “cleared,” the “Difference” shown in the upper-right corner of the window should be zero. The information you entered from the account statement appears at the top of the page. Then select the date and the income account used to track interest income, from the adjacent “Date” and “Income account” drop-downs.

His vision to transform accountants and bookkeepers into Holistic Accountants continues to grow. For partial deposits, ensure deposits in QuickBooks reflect the net amount or link the fee and gross deposit with a clearing account for clarity. Remember, reconciliation is not a one-time process but an ongoing practice that you should do at least once a month.

The account’s previous reconciliation reports then appear in list below. After completing an account reconciliation, a reconciliation report becomes available. Alternatively, to return to the reconciliation, click the “Go back” button in the prompt window.

  • All reconciliations are CPA-reviewed for compliance and audit readiness.
  • Businesses can keep their accounts in order, spot unusual or fraudulent transactions, and avoid issues during audits by reconciling regularly.
  • The screen below will appear and display a summary of transactions based on the ending dates.
  • Then click the “Close without saving” button in this window to confirm.
  • You can also confirm you reconciled a transaction by running a reconciliation report and finding the transaction in question.
  • To reconcile an account in QuickBooks Online, click the “Settings” button in the QuickBooks Online toolbar.

If needed, to change the account statement’s information you entered, click the “Edit info” button in the upper-right corner of this page to open an “Edit the information from your statement” pane at the right side of the window. To apply filters to the transaction list, click the “Filter” drop-down button in the upper-left corner of the transaction list to select from filtering choices in the drop-down menu. To show all transactions, click the “X” button to the left of the “Statement ending date filter” in the upper-left corner of the transaction list or click the “Clear filter / View all” link in this same area to remove all filters. By default, the list of transactions hides transactions that occur after the statement’s end date. The purpose of this page is to click the small circles at the right end of the transaction rows that appear in the account’s statement to mark them as “cleared” by placing a checkmark in the circles. Enter any bank service fees into the “Service charge” field and then select the date and the account used to track bank service fees from the adjacent “Date” and “Expense account” drop-downs.

Learning how to reconcile in QuickBooks is crucial for keeping your accounts accurate. Use the “Account” drop-down at the top of this page to select the account for which to view the previous reconciliation report. Alternatively, to view an account reconciliation report later, click the “Settings” button. In the “You reconciled this account” window that appears, you can click the “View reconciliation report” link to view the report. Alternatively, to remove all your changes and close the reconciliation, select the “Close without saving” command from this drop-down button to open a “We’ll remove all of your changes” confirmation prompt window. To return to finish the account reconciliation later, click the “Settings” button and then click the “Reconcile” link how to calculate accrued vacation pay under the “Tools” heading in the drop-down menu again.

Choosing between the two largely depends on your business’s needs and preferences. QuickBooks Online vs. QuickBooks Desktop allows you to access your financial data from any device. After completing the reconciliation, QuickBooks will generate a reconciliation report. Once everything matches and the difference is $0, select Finish Now. If you’re among them, it’s crucial how to prevent a tax hit when selling a rental property to understand what reconciliation is and how to do it right.

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