Reconcile by importing operations

You are planning to reconcile your accounts and have opted to import bank transactions. Follow the guide to quickly add them to your platform!

👉 Download our Bank Reconciliation Guide

Why import your operations

You will be able to compare the accounting entries with the bank transactions from within the software.

This method of reconciliation is strongly recommended because it is: 

• Easy: bank transactions and accounting entries are listed on the same page. 
• Reliable: follow up on reconciliation & possible inconsistencies to correct them later. 

In order to perform your reconciliation, please follow the steps below:

1. Click on the "Accounting" tab on the left of your dashboard

2. Select the "Bank Reconciliation" option

You will find on the left the list of imported bank transactions and on the right the list of recorded accounting entries.

3. Identify the corresponding transactions and entries and click on Reconcile.