Perform a Bank Sync

Bank Sync allows you to automatically import and reconcile your bank transactions, saving time and reducing errors.

1. Navigate to Accounts > General Ledger > Bank Sync.
2. Select the bank account.
3. Upload the bank statement in CSV format. You will be presented with the import bank file screen.
4. Select the column header you want to import and click the “Import” button.
5. The Bank Sync screen will appear where you will see a list of transactions in the top section from the CSV file and already existing transactions in the bottom section.
6. Click on “Process” once both transactions are linked.

For more details, visit the Accounts > General Ledger > Bank Sync article.