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Bank Recon Startup

Posted on by 1,930

We have been using GP for some time now - but have been using Excel to reconcile bank accounts. Would like to start using Bank Rec module for this. Are there any documents that provide guidance as to how to start using this module . Obviously GP is going to display all checks/receipts as outstanding. So we need a starting point to get up and running with the Bank Rec Module.

Thanks

  • Suggested answer
    Hokuminaria Profile Picture
    Hokuminaria 2,950 on at
    RE: Bank Recon Startup

    Hello Nfpacct,

    Thank you for your question on the forums today. My name is Brandon and will answer your question below.

    The information you are looking for is in KB 857211. How to start using an existing checkbook to reconcile in the Bank Reconciliation.

    https://support.microsoft.com/en-us/help/857211/how-to-start-using-an-existing-checkbook-to-reconcile-in-bank-reconcil

    I hope this helps!

    Thank you!

    Microsoft Support Engineer | Brandon Jarrett

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