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Hi there,
Our company is currently already doing bank reconciliation but I have never done it before. I will be tasked to do it for the next couple of months. Are there any instructions, step by step in order to complete one from start to finish?
Hello Talee,
Thank you for posting your question on the Forums. I will be answering your question today.
The recommendations i would give on how to Reconcile the Bank Rec would be to start with reviewing the documentation. The link below is a direct link to this documentation. The Reconciliation process starts in Chapter 10.
docs.microsoft.com/.../bankreconciliation
The next place i would refer you to is forums and YouTube. There are multiple forums and videos on this that would be helpful for a first time Reconciliation user.
One other thing to consider is are you using Electronic Reconcile? This is an Automatic process. There are You Tube Videos and forum posts on this information as well.
This is where i would start to learn the process.
I hope this helps!
Microsoft Support Engineer | Brandon Jarrett.
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