Editing Accounts to Use the Match Bank Data and Reconcile Account Statement Pages
The Reconcile Bank Statement and Reconcile Credit Card Statement pages still work but are not supported. If you are still using them, edit your accounts to use the Match Bank Data and Reconcile Account Statement pages.
Your role must have the Reconcile permission to use these pages.
To edit accounts to use the Match Bank Data and Reconcile Account Statement pages:
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Go to Lists > Accounting > Accounts.
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Click Edit to the left of the account you want to modify.
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Check the Use Match Bank Data and Reconcile Account Statement Pages box.
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If you modified the account record, click Save.
Note:
The system checks this box for all new accounts.
To match transactions on the Match Bank Data page, see Matching Bank Data. To reconcile transactions on the Reconcile Account Statement page, see Reconciling Transactions.