Frequently Asked
Questions

Find Solutions to Common Issues Related to accounting-reports - bank reconciliation

FAQs

I am unable to reconcile my bank statements in BUSY. What steps should I take to ensure accurate reconciliation?

To reconcile your bank statements with the data in BUSY, you can follow the steps below:
 Step 1: First turn on the Bank Reconciliation feature by going to Administration menu,
 Step 2: Then click on Configurations and select Features / Options.
 Step 3: Select Accounts tab then check the box next to Bank Reconciliation and save.
 Step 4: Next, go to Display menu and click on Bank Reconciliation option.
 Step 5: Choose Show Uncleared Entries and select the Bank Account.
 Step 6: Enter the date range and open the report.
 Step 7: To clear an entry press F4 on your keyboard to open the clearing window enter the clearing date as per the statement and click on the OK button.

How do I reconcile invoices between BUSY and my bank account?I need help fixing errors in generated invoices.

In BUSY, you can use the Bank Reconciliation feature to reconcile your bank enteries with your statement. To do this follow these steps:
Step 1: First turn on the Bank Reconciliation feature by going to Administration menu,
Step 2: Then click on Configurations and select Features / Options.
Step 3: Select Accounts tab then check the box next to Bank Reconciliation and save.
Step 4: Next, go to Display menu and click on Bank Reconciliation option.
Step 5: Choose Show Uncleared Entries and select the Bank Account.
Step 6: Enter the date range and open the report.
Step 7: To clear an entry press F4 on your keyboard to open the clearing window enter the clearing date as per the statement and click on the OK button.

How can I reconcile my bank statement in BUSY?

To reconcile your bank accounts in BUSY, you can follow these steps:
 Step 1: First turn on the Bank Reconciliation feature by using the below steps:
 (i) Go to Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Accounts.
 (v)Here, you can check the box next to Bank Reconciliation
 and save.
 Step 2: To Reconcile your bank entries follow these steps:
 (i) Go to Display tab.
 (ii) Select "Bank Reconciliation" option and click on 
 "Show Uncleared Entries".
 (iii) Select your bank account and date range.
 (iv) To clear an entry from the report find the entry that you want to
 clear. Press F4 on your keyboard to open the clearing window
 enter the clearing date as per the statement and click on the OK button.

How can I reconcile my bank statements with the data in BUSY?

To reconcile your bank statements with the data in BUSY, you can follow these steps:
 Step 1: First turn on the Bank Reconciliation feature by going to Administration menu,
 Step 2: Then click on Configurations and select Features / Options.
 Step 3: Select Accounts tab then check the box next to Bank Reconciliation and save.
 Step 4: Next, go to Display menu and click on Bank Reconciliation option.
 Step 5: Choose Show Uncleared Entries and select the Bank Account.
 Step 6: Enter the date range and open the report.
 Step 7: To clear an entry press F4 on your keyboard to open the clearing window enter the clearing date as per the statement and click on the OK button.

My bank balance is not matching BUSY balance. How do I reconcile them?

To reconcile your bank accounts in BUSY, you can follow these steps:
Step 1: First turn on the Bank Reconciliation feature by using the below steps:
 (i) Go to Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Accounts.
 (v)Here, you can check the box next to Bank Reconciliation
 and save.
Step 2: To Reconcile your bank entries follow these steps:
 (i) Go to Display tab.
 (ii) Select "Bank Reconciliation" option and click on 
 "Show Uncleared Entries".
 (iii) Select your bank account and date range.
 (iv) To clear an entry from the report find the entry that you want to
 clear. Press F4 on your keyboard to open the clearing window
 enter the clearing date as per the statement and click on the OK button.

. How do I reconcile bank statements with account books in BUSY?

To reconcile your bank accounts in BUSY, you can follow these steps:
Step 1: First turn on the Bank Reconciliation feature by using the below steps:
 (i) Go to Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Accounts.
 (v)Here, you can check the box next to Bank Reconciliation
 and save.
Step 2: To Reconcile your bank entries follow these steps:
 (i) Go to Display tab.
 (ii) Select "Bank Reconciliation" option and click on 
 "Show Uncleared Entries".
 (iii) Select your bank account and date range.
 (iv) To clear an entry from the report find the entry that you want to
 clear. Press F4 on your keyboard to open the clearing window
 enter the clearing date as per the statement and click on the OK button.

How do I view my bank statement in BUSY to reconcile entries

To reconcile your bank accounts in BUSY, you can follow these steps:
Step 1: First turn on the Bank Reconciliation feature by using the below steps:
 (i) Go to Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Accounts.
 (v)Here, you can check the box next to Bank Reconciliation
 and save.
Step 2: To Reconcile your bank entries follow these steps:
 (i) Go to Display tab.
 (ii) Select "Bank Reconciliationoption and click on 
 "Show Uncleared Entries".
 (iii) Select your bank account and date range.
 (iv) To clear an entry from the report find the entry that you want to
 clear. Press F4 on your keyboard to open the clearing window
 enter the clearing date as per the statement and click on the OK 
 button.

How do I reconcile bank statements with account books in BUSY?

To reconcile your bank accounts in BUSY, you can follow these steps:
Step 1: First turn on the Bank Reconciliation feature by using the below steps:
 (i) Go to Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Accounts.
 (v)Here, you can check the box next to Bank Reconciliation
 and save.
Step 2: To Reconcile your bank entries follow these steps:
 (i) Go to Display tab.
 (ii) Select "Bank Reconciliation" option and click on 
 "Show Uncleared Entries".
 (iii) Select your bank account and date range.
 (iv) To clear an entry from the report find the entry that you want to
 clear. Press F4 on your keyboard to open the clearing window
 enter the clearing date as per the statement and click on the OK button.

. How do I reconcile bank statements with BUSY's accounting?

To reconcile your bank accounts in BUSY, you can follow these steps:
Step 1: First turn on the Bank Reconciliation feature by using the below steps:
 (i) Go to Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Accounts.
 (v)Here, you can check the box next to Bank Reconciliation
 and save.
Step 2: To Reconcile your bank entries follow these steps:
 (i) Go to Display tab.
 (ii) Select "Bank Reconciliation" option and click on 
 "Show Uncleared Entries".
 (iii) Select your bank account and date range.
 (iv) To clear an entry from the report find the entry that you want to
 clear. Press F4 on your keyboard to open the clearing window
 enter the clearing date as per the statement and click on the OK button.

How do I reconcile my bank account on BUSY

To reconcile your bank accounts in BUSY, you can follow these steps:
Step 1: First turn on the Bank Reconciliation feature by using the below steps:
 (i) Go to Administration
 (ii)Configurations
 (iii)Feature/Options
 (iv)Accounts.
 (v)Here, you can check the box next to Bank Reconciliation
 and save.
Step 2: To Reconcile your bank entries follow these steps:
 (i) Go to Display tab.
 (ii) Select "Bank Reconciliationoption and click on 
 "Show Uncleared Entries".
 (iii) Select your bank account and date range.
 (iv) To clear an entry from the report find the entry that you want to
 clear. Press F4 on your keyboard to open the clearing window
 enter the clearing date as per the statement and click on the OK 
 button.