Bank reconciliation
Jane
What is process to reconcile with the bank?
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1 Posted by TonyRI on Oct 02, 2016 @ 11:41 AM
Hi Jane,
I'm not certain how far you've gotten, so here are a couple of Knowledge Base articles that review the process of downloading and confirming (or merging) your bank transactions. You would want to make sure that you've reviewed all transactions prior to reconciliation:
http://help.infinitekind.com/kb/getting-started-2/getting-started-o...
http://help.infinitekind.com/kb/online-banking/how-can-i-confirm-do...
Once you are certain that all of the transactions appear correct for your specific account, you would go to the Menu Item "Account > Reconcile". That process is described here:
http://help.infinitekind.com/kb/getting-started-2/getting-started-c...
Regards,
Tony
System closed this discussion on Jan 01, 2017 @ 11:50 AM.