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  1. Credit Card Reconciliation
  • December 22, 2022 21:35
  • Updated

How to Import a credit card statement

Goal:

  • Import credit card statement instead of adding it one by one. 
  • What to include in the import?

 

Steps:

  1. Select Accounts Payable on the left-hand navigation bar.

  2. Select Reconciliation. 

  3. Select the credit card you will be working on. 

  4. Select Reconcile.

  5. Select Browse & Upload CSV

  6. Locate the file 

  7. Match the headers by clicking the dropdown menus. 

  8. 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.
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