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Import Bank Statement - Find Deposit Wrong Date Range
Hi!
We have had a number of problems trying to reconcile our bank statements.
1. How does anyone reconcile a merchant bank account? We have thousands of transactions, and we need an easier way to reconcile.
2. When we've been able to import our bank statement, the auto match doesn't work. Could someone tell me what the statement file is supposed to look like or send me a template?
When we go to find the deposit or charge, the list of transactions are all from 2005. How do we make it so that we only see transactions from that month??
Thanks!
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