Bank Reconciliation . . . Quarterly Statement Summary

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

You can choose to enter monthly totals for a quarterly bank reconciliation directly in the Quarterly Statement Summary dialog, and that information automatically transfers to the Summary tab of the Bank Reconciliation window.

See also: Bank Reconciliation Overview

Fields & buttons

Use the fields in this dialog to record the summary information for each month's bank statement. The totals automatically flow to the corresponding fields on the Summary tab of the Bank Reconciliation dialog.

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