Reconciling your First Bank Account in Sage Intacct

Reconciling your First Bank Account in Sage Intacct is an important process to ensure that your accounting records align with your actual bank account balance.

This video takes you through reconciling your first bank account in Sage Intacct.

Additional Tips:

• Automation: If your bank supports automatic feeds, you can set up automatic bank transaction imports in Sage Intacct for faster and more accurate reconciliation.
• Bank Rules: Set up bank rules for automatic categorisation of certain types of transactions, which can streamline future reconciliations.
• Audit Trail: Sage Intacct provides an audit trail that you can review for any changes made to your reconciliation process.

This process ensures that your accounting records are accurate and helps you maintain a clean and balanced financial record.