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Enter Transactions when Reconciling

You can enter transactions "on the fly" while reconciling the bank account.

If you have to enter a missing transaction or make an adjusting entry, you do not have to exit bank reconciliation.

After completing your bank reconciliation, you must post the entered transactions in Enter/Post Transactions.

  1. In the Reconcile Transactions window, click the Adjustments tab.
  2. Click Add New Transaction.
  3. Enter the transaction.
  4. To continue reconciling your bank statement, click the Transactions tab.