Bank Reconciliation
Match bank transactions with your accounting records
Tenant ID Required
Access this page via /t/your-tenant-id/qbtransactionsreconcile
Start Reconciliation
Unmatched Bank Transactions
Transaction matching interface will be added here.
This will list unmatched bank transactions and allow you to:
- • Link transactions to invoices
- • Link transactions to bills
- • Link transactions to expense categories
- • Create new transactions from unmatched items
💡 Reconciliation Tips
- • Reconcile regularly (weekly or monthly) to catch errors early
- • Import bank statements first, then match to existing records
- • Use match rules to automate repetitive transactions
- • Review unmatched items carefully before creating new entries
- • Keep supporting documents (receipts, invoices) linked to transactions