In myBooks you go for automatic reconciliation based on the set of rules that you have to mention.

To set the rules, go to Settings > Business settings > Preferences > Auto matching rules

Click on Auto-matching Rules, a window appears as shown below,

Click on Add Matching rules,

  • Enter the Transaction name
  •  Transaction Type from the drop-down
  •  Account from the drop-down list
  •  Rule name
  • Then click on Save