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carolina4
Level 1

I need to do 2019 bank reconciliation for each month of 2019

 
1 Comment
SarahannC
Moderator

I need to do 2019 bank reconciliation for each month of 2019

I'm here to help you reconcile the 2019 transactions in your book, carolina4.

 

First, it is important to have an accurate copy of your bank statement when we are reconciling transactions. Afterwards, we can go to Accounting from the left side and select the Reconcile tab.

 

Then, let's ensure to enter the following information based on your statement details. We can proceed by following the steps below in reconciling the last year's transactions per month. Here's how:

 

  1. In the Reconcile page, select the account you want to reconcile.
  2. Add amount inside the Ending balance field and date of the month in the Ending date. We can also input additional details if necessary. (Based on the bank statement).
  3. Then, Start reconciling.

 

I'll attach these articles about reconciliation. We can get help here in case we are facing issues during the process.

 

Know that you can tap me on the shoulder if you need further help with this. Thanks. Take care!

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