How do I reconcile a bank account in Sage Intacct?
If you are a business owner or accountant, you may need to reconcile your bank account in Sage Intacct in order to ensure that your financial records are accurate and up-to-date. Reconciling your bank account in Sage Intacct will help you to identify any discrepancies between your bank statement and your accounting records, and will help you to ensure that your financial records are accurate and up-to-date. This is especially important if you are preparing financial statements or filing taxes. Reconciling your bank account in Sage Intacct will also help you to identify any fraudulent activity or errors in your financial records.
Grace Everwood
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8 steps
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22 seconds
Sageintacct
1
Log in to your Sage Intacct account at [https://www.sageintacct.com/](https://www.sageintacct.com/)
2
Click the “Accounting” tab at the top of the page.
3
Click the “Reconcile Bank Accounts” button in the left-hand menu.
4
Select the bank account you want to reconcile from the drop-down menu.
5
Enter the ending balance for the account in the “Ending Balance” field.
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Click the “Reconcile” button.
7
Review the transactions listed on the page and click the “Reconcile” button for each transaction.
8
Click the “Save” button when you are finished.