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Chapter 8. Entering Historical Informati... > CPA Tip: Reconcile Your Bank Account

CPA Tip: Reconcile Your Bank Account

One of the most cumbersome tasks you may encounter relating to entering historical transactions is bank account reconciliation. After all your historical transactions have been entered, it’s time to use the QuickBooks reconciliation facility to reconcile your bank statements, starting with the earliest statement for the historical time period.

To begin the reconciliation process, go to Banking, Reconcile, and the Begin Reconciliation window will appear. Select the account for which you are reconciling (you will have to go through this process for each of your bank accounts), and then enter the date from your bank statement.


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