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January 12, 2024
Question

Bank link help please

  • January 12, 2024
  • 1 reply
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Link to bank now working for last 90 days but previously reconciled to 11th August 2022 so big gap. Can this be done for dates in between please. Been ill so not been able to use for some time. Thank you

1 reply

January 12, 2024

Hello Patrishaspicer, you can manually upload the CSV statements for the missing periods, review the transactions, and then reconcile. If you have previous reconciliations for that account, you will need to reconcile up to date or get an accountant to undo the previous ones, so you can start again.