- Start by navigating to the banking section.
- You'll find a list of uncategorized transactions
- Select the transaction you believe needs to be reconciled.
- Upon clicking the transaction, you'll see a list of available invoices that could be the best match for the selected transaction.
- Choose an invoice and mark it as a match to reconcile the transaction.
- Choose the payment method through which you received the payment.
- Once the transaction is matched, it will be listed in the "All Transactions" section with the "Matched" tag.
How To Manually Reconcile Transactions?
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