Automatic Reconciliation streamlines the process of keeping your financial information aligned with your accounting transactions. Instead of manually initiating each reconciliation, this feature allows the system to complete reconciliations automatically based on your configuration.
Automatic reconciliation must be enabled in Settings (on the Accounting Options screen) and configured in your accounting integration for the feature to work properly.
Table of Contents
- Enabling Automatic Closing of Reconciliation in Settings
- Configuring Automatic Reconciliation in Your Integration
- Related Articles
Enabling Automatic Closing of Reconciliation in Settings
Navigate to Settings / Accounting / Accounting Options.
1. Enable Enable Automatic Closing of Reconciliation.
Note: If your business uses multiple Locations, this option must be turned on for each Location that should use automatic closing.
2. Click Save.
Configuring Automatic Reconciliation in Your Integration
Navigate to Settings / Integrations Marketplace.
1. Open your accounting integration (for example QuickBooks Online or Xero).
Note: The overall process is the same for supported accounting integrations; field labels may match your provider.
2. Set the sync mode dropdown to Automatic with Reconciliation.
3. Select a Start Date for when automatic processing should begin.
4. Click Save.
