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How New Users can use our Bank Reconciliation

For our new users, setting up the bank reconciliation function is very simple

Setting it up: Follow the guides below as normal just remember: Set the conversion date as the date you want bank transactions to start appearing. Also, set the bank balance as what it was the day before.

Depending on if you would like to…

Note: Payments before the conversion date won’t show once it is set up.

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