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Support Center / Bank Transactions / Overview
Review Bank Transactions when you need to import, categorize, sync, or reconcile activity, resulting in a clear path from raw transactions to completed ledger work.
Step 1
Start in Bookkeeping > Bank Transactions and choose the bank accounts you want included in the transaction review.
Step 2
Use the For Review queue to work through imported transactions that still need review before they are synced to the ledger.
Step 3
Open Categorized when you want to confirm transactions that already have ledger categories and are ready for the next action.
Step 4
Open Excluded to review transactions that have been removed from the active review and sync workflow.
Step 5
Use table filters with the date range and account selector when you need to narrow the worklist before reviewing transactions.
Step 6
Open an individual row when you need the full transaction context, supporting explanation, payee details, memo, or save controls.
Bank Transactions is the main area for reviewing imported transaction activity, validating categorization, and working through reconciliation-related tasks.
If you are new to the workflow, start with the import guide and then move into the reconciliation guide once transactions are available.
Import transactions, review categorization, reconcile activity, and investigate exceptions.
If the bank or ERP connection is incomplete, parts of the transaction workflow may be unavailable or show partial data.
Check the connection status, run the relevant sync action, and confirm the source data is available.
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