To start a manual bank reconciliationThe process of comparing and matching transaction values against those shown on a bank statement in order to uncover any possible discrepancies., choose the bank account that you want to reconcile from the Bank Accounts tab. Then, on the bank account detail page, click New Reconciliation to create a new reconciliation for this bank account.
To start an automatic bank reconciliation, choose the "Imported" bank statement that you want to reconcile from the Bank Statements tab. Then on the bank statement detail page, click Reconcile to begin the automatic reconciliation process.
Related Concepts
Related Tasks
Starting a Manual Bank Reconciliation
Recording Bank Charges and Interest
Selecting Transactions to Reconcile
Importing Bank Statement Details
Reconciling your Bank Statement Automatically
Managing Bank Reconciliation Details
Deleting a Bank Reconciliation
Reopening a Bank Reconciliation
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