Reconcile your first account
Review bank activity and compare it with a statement.
0 of 5 done
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Bring in bank activity
Review your bank accounts and connect a bank or import a statement file as appropriate.
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Review the transactions
Review imported activity and match or categorize transactions before reconciling.
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Reconcile against the statement
Enter the statement details and select transactions cleared by that statement.
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Resolve differences and approval
Investigate differences and follow the approval rules that apply to the reconciliation.
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Review the report
Open the reconciliation report to review the result.