DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

What is process for a bank reconciliation


#1

I have downloaded a bank statement and I assigned uncategorized entries. How do I reconcile this bank statement. For the life of me I cannot work out how to do that. Can someone please tell me the process, click by click in which window. I can’t find any help for it in the Guides either. Thanks.


#2

When you go to Bank Accounts tab. There is a Reconcile button. Have you tried that?