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  5. How do I match a downloaded bank transaction with multiple categories of transactions?

How do I match a downloaded bank transaction with multiple categories of transactions?

  • Go to “Accounts” >> “Bank Reconciliation
  • Choose the “Date” Range
  • Click Load “Statement
  • Transaction Details  Will be Loaded
  • Click the “Upload” Button
  • Choose the “Bank Statement” and Upload
  • Enter the “Missing” Fields Manually
  • Click “Reconcile” Button.

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