In this course, you will learn:-
- Transactions from the bank are being downloaded.
- Sorting transactions into the appropriate categories.
- Matching transactions that have been downloaded with those that have already been processed.
- To automate transaction categorisation, use Bank Rules.
- Reconcile your bank and credit card accounts.
- Other accounts, such as loans and petty cash, should be reconciled.
- PayPal Transactions: Downloading and Reconciling
- Open balances should be troubleshooted.