Goal:
Import credit card statement instead of adding it one by one.
What to include in the import?
Steps:
Select Accounts Payable on the left-hand navigation bar.
Select Reconciliation.
Select the credit card you will be working on.
Select Reconcile.
Select Browse & Upload CSV
Locate the file
Match the headers by clicking the dropdown menus.
Finally, select Begin Matching
Additional information:
Only users with Reconciliation permission will be able to perform these steps.
Your import file should include the Amount, Date, and Item Description.