Bank Services > Reconciling Bank Accounts

Reconciling Bank Accounts

Learn about reconciling transactions, correcting errors, and working with OFX statements.

About Reconciling Bank Accounts

Reconciling a Bank Account

Clearing Transactions

Correcting a Data Entry Error

About Reconciling Deposits

Deposit Statuses

About Reconciling Withdrawals

Withdrawal Statuses

Reconciling Downloaded (OFX) Statements

Recording Bank Entries During Bank Reconciliation

About Unmatched Transactions

About Posting Reconciliations

Posting Bank Reconciliations