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August 4, 2022
Question

How to reconcile to a bank statement on a month by month basis

  • August 4, 2022
  • 1 reply
  • 0 views
I appear to only be able to reconcile for the total period the account has been open

1 reply

August 4, 2022

 Hello John-metalitest-, 

 

Welcome to the Community page, 

 

If you go to Accounting> reconcile> click on the reconcile> edit info> and just change the ending date to what you need it to be so for that month > save it, then going forward you'll be able to then do it month by month. You will need a copy of your actual bank statement for reconciliation. You can also take a look at this article which has more information on reconciling an account.