Bank Services > Reconciling Bank Accounts > Clearing Transactions > Clearing a Range of Transactions

Clearing a Range of Transactions

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Clearing a Transaction

ClosedBefore you start

These instructions assume you are in the process of reconciling a bank account, and you have entered all the required information on the Summary tab of the Reconcile Statements screen. For more information, see Reconciling a Bank Account.

To :

  1. On the Reconciliation tab of the Reconcile Statements screen, click Quick Clearing.

  2. On the Quick Clearing screen, specify the range of transactions to mark.

    1. In the Mark field, specify the type of transactions to mark (Withdrawals or Deposits).
    2. In the As field, specify the reconciliation status to assign (Cleared, Outstanding, or Reversed).

      Note: When assigning Cleared status, deposits with a status of Reconcile By Deposit Detail will not be changed.

    3. Specify the range of transactions to mark:

      • In the From Transaction Number field, specify the first receipt or payment in the range.
      • In the To Transaction Number field, specify the last receipt or payment in the range.
    4. Click Process to mark the transactions.
    5. Click Close to return to the Reconcile Statements screen.

Last published: 4/8/2016