Bank Reconciliation . . . Bank Statement Import Preview

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Bank Statement Import Preview allows you to display and print a report of the contents of an imported bank statement file. The statement preview shows all transactions and (if available) the bank account number, statement beginning and ending dates, current balance, total deposits and other credits, total checks and other debits, balance, and a detail of all the items that cleared the bank in the current bank statement file.

From the Bank Statement Import dialog, click the Preview Statement button.

See also: Bank Reconciliation Overview

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