Reply To: Bank Reconciliation Help

  • Kim Dallefeld, MVP

    Member
    June 2, 2024 at 6:49 pm
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    Kim, you do not have to use Copilot. You can reconcile in the same manner as before. However, if you used to use the Suggest Lines and check the cleared items, that definitely changed last year. I suggest contacting your partner for a 1-2 hour setup and training session session.

    Claude is correct, I would reconcile each month and with new features it should not take a tremendous amount of time. That is if you can pull the transaction data from your bank that far back.

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