Bank Reconcilation
- How do I update a transaction / move it to a different category?
- Which bank providers are supported for Open Banking?
- How to reverse out Opening Accounts Receivable Balances
- Date range too large when matching transactions
- How do I handle income that isn't part of our accounts?
- Selecting a Transaction Type
- Connect your Bank Accounts to Open Banking
- How do I download my Co-op Statement as .CSV?
- How do I manually enter bank transactions?
- What bank statement formats are supported?
- What do I do if I've uploaded my bank statement incorrectly?
- How do I download my Barclaycard Statement as .CSV?
- How do I download my Barclays Statement as .CSV
- How do I upload bank statement transactions?
- How do I handle income that is refunded?
- How do I split a bank transaction?
- How to correct a payment error
- How to reconcile a bank transaction that is both income and expenditure
- How do I allocate Gift Aid Income from HMRC?
- How to reconcile Give A Little Income