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July 10, 2020
Question

How do I get a copy of my reconciliation from December 2019

  • July 10, 2020
  • 1 reply
  • 5 views
No text available

1 reply

Level 4
July 10, 2020

Hi there, @dolores3.

 

 

You'll need to open the Reconciliation Reports so you'll be able to get a copy of the bank reconciliation report from 2019. I'd be happy to help guide you on how.

 

To open the report:

 

  1. Click on Reports from the left pane.
  2. Look for Reconciliation Reports in the report's search field.
  3. Select All Dates under the Report period.
  4. Click on 2019 under Statement Ending Date.
  5. Click on View report on the report or reconciliation you wanted to print.
  6. Click on the Print icon under Reconcile.
  7. Select Print.

For more information about viewing the reconciliation report, you may check and read this article: How do I view, print, or export a reconciliation report?.

 

Don't hesitate to reach out to me directly if you have any other reconciliation concerns.