Manage Files dialog (Bank Account Reconciliation)

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

Use the Manage Files dialog to remove previously imported bank statement files and associated unmatched statement transactions from this bank account reconciliation.

Choose Actions > Reconcile Bank Accounts and click the Bank Statement Import tab. In the Statement section, click the Manage Files button.

Choose Actions > Reconcile Impound Bank Accounts and click the Bank Statement Import tab. In the Statement section, click the Manage Files button.

Note: When you delete a file, it will not affect statement transactions that have already been matched to a bank account transaction. Click here for an example.

Fields & buttons

Was this article helpful?

Thank you for the feedback!