Hello!
Thanks to both of you for reaching out to us. Allow me to assist you with the deposits.
There's a way to link the newly entered transactions to the reconciled ones. However, you'll need to unreconcile them. Let me show you.
Follow these steps:
- Go to the Transactions/Banking menu and select Banking.
- Select the tile for the affected bank account and proceed to the Categorized tab.
- Locate the reconciled downloaded entry you want to link to the transaction you created, then tap Undo. This will unreconcile them automatically.
- From the For review tab, find the same entry and match it to the one you created.
Once done, you'll have to do a mini-reconciliation to keep your books in balance. From your Chart of Accounts, find the newly matched transaction and select it to expand the view. Repeatedly click the box under the Reconcile and Banking Status column (column with a checkmark) until you see the letter R. This will change the transaction back to reconciled status.
Just a tip, there's no need to re-record the same entries since they are already on your books. Instead, you can review the reconciliation report to see the lists of transactions that were included.
Additionally, I've added some links you can check. These will show you how to fix any reconciliation issues:
Keep on posting here if you have additional concerns. Take care!
