Transaction lists

MillyMilly Member Posts: 8

My transaction list is not accurate to my bank statements - payments are missing and some are duplicated...how can I rectify this?

edited August 29, 2018 in Bank Connections

Comments

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @Milly.

    It's difficult to tell what might have happened without having more information. Do you import your transactions through a bank connection? If so, you do have to merge the duplicates from recording paid invoices to the matching transaction from your bank.

    If you have other integrations, like an integration with PayPal, for example, they can cause issues.

    Your best protection against inaccurate transactions is frequent reconciliation, so I do recommend regularly comparing your transactions to your bank statements to correct any errors that might come up.

  • MillyMilly Member Posts: 8

    Thanks Alexia,
    I will see what I can do...

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