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Sylvester123
Apr 26, 2018 2:35 AM UTC
Question

bank reconciliation after downloading bank statement into quickbooks

Forgotten how to perform bank reconciliation after downloading bank statement into quickbooks. Any suggestion please

    5 replies

    Anonymous
    Apr 26, 2018 11:59 AM UTC

    Hi Sylvester123,

     

    Could you clarify if you need help with Adding and Matching transactions within For Review afrer you have downloaded your bank statement, or if you need assistance with a full bank reconciliation using the Reconcile tool?

     

    Let me know by return and I will be happy to help

    Sylvester123Author
    Apr 26, 2018 3:46 PM UTC

    Hi GillH

    It is for both please - adding and matching transactions as well as a full bank reconciliation using the reconciliation tool.

    Many thanks.

    Sylvester123

    Anonymous
    Apr 27, 2018 1:43 PM UTC


    Hey Sylvester123,

     

    That's no problem. I have a couple of resources that can help you as you do this.

     

    We have videos on our YouTube channel covering both Reconciling and Matching/Adding transactions in from the bank as well as Community articles that walk you through the steps.

     

    I can them onto you, whichever you prefer?

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