The above is the video to upload bulk items on myBooks. Here is a step-by-step explanation about reconciling the transaction
Once the automatic feeds from bank loaded or bank statement are uploaded, transactions which have loaded will be displayed under deposits and withdrawals. Amounts displayed under deposits will reflect sales and the amount displayed under withdrawal will be reflected purchases.
When clicked on the amount displayed under deposits, you will see two options of reconciliation; one is manual reconciliation and the other is match transaction.
Manual reconciliation is needed when a transaction needs to be matched manually by selecting the below-mentioned options. Some transactions need not be reconciled manually given that myBooks automatically picks up transactions that can be matched to a selected amount. Those transactions will be displayed in Match Transaction.
Match Transaction
When clicking on the uncategorized, transactions that can be matched will appear as shown in the above screenshot.
