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Import OFX Statements

Reconcile Bank Statements

Matching Imported OFX Entries to Records

Reconciling Bank OFX Statements

After importing OFX statements, you match and clear them.

Note: If you use OFX matching, you should enter each deposit in its own batch rather than consolidating receipt batches and posting them all as one deposit. If you do so and not all the deposit transactions in a batch match, the entry in the Deposit Status column will be "Partially Reconciled."

To reconcile OFX Statements, click this link.