First Steps

Bank Reconciliation > First Steps

First Time User

Before using Bank Reconciliation for the first time, it is recommended that you:

1. Take the Self-Guided Tour to see the process from start to finish with sample data

2. Read Working in Bank Reconciliation to further familiarize yourself with the interface

3. Create an account to hold your data.

4. Read Obtaining Data to prepare to receive your bank data and to learn how Bank Reconciliation uses information from your accounting system.

Next Step

After the data from your bank and your accounting system are in the proper format, you are ready to import them into Bank Reconciliation.

See Importing Bank Data and Importing General Ledger Data

Further Resources

The following articles are also suggested:

1. Debit versus Credit goes over the differences between those transaction types and how they relate to Bank Reconciliation

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