Bank

  • Import Bank Statement

    This allows you to upload transactions from your bank statement into Bookkeeper instead of entering them manually.Imported transactions are typically used during bank reconciliation. Prepare your bank statement file Before…

  • Bank Reconciliations

    Bank reconciliation is used to match transactions recorded in Bookkeeper with transactions shown on your bank statement.This helps confirm that your bank balance in Bookkeeper is accurate. Open Bank Reconciliations…

  • Add a Bank Account

    What this is for:Bank accounts are used to record money received from customers and payments made by the business.You must have at least one bank account before recording bank transfers.…

  • Add a Cash Account

    What this is for:Cash accounts are used to record cash received and cash payments made by the business.This is useful for tracking physical cash kept on hand. Open Cash Accounts…

Knowledge Base Categories

Getting Started
Bank
Customers
Suppliers
Accounting Records
Reports

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