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Bank Reconciliations

Posted on by 10

Hello, I am an accountant and a new client has been using Great Plains since 2014. Bank reconciliations were not being done in GP - they were being done in excel. I would like to start doing them in GP.  I thought I could easily "catchup" GP on the bank reconciliations but the deposits never made - The Cash Receipts must have hit Cash directly.  What is the easiest way to start doing reconciliations? Thank you - 

  • Suggested answer
    RE: Bank Reconciliations

    Hello, 

    We have published steps on how to start using Bank Reconciliation with an existing checkbook in this KB article.  Please give it a try in a TEST company first. 

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

    Thank you, 

    Cheryl Waswick

    Microsoft Dynamics GP Support

  • MATTGUO Profile Picture
    MATTGUO 22,302 on at
    RE: Bank Reconciliations

    Moved to GP forum: community.dynamics.com/.../microsoft-dynamics-gp-forum

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