Manage Your Bank Accounts
The Accounting area’s Bank section allows you to track your firm’s transac…
Bank Reconciliation
-
-
Reconcile Your Bank Account
You use the reconciliation feature to balance your books with your bank account. CosmoLe… -
Export a QBO Statement
You can export your QBO statement from most banks’ websites. Almost all banks offe… -
Reopen a Reconciliation Statement
Under rare circumstances, you may need to edit a transaction your firm either cleared or i… -
Manage Bank Errors
You can record bank errors during the reconciliation process to avoid having to allocate…
Need Support?Contact Support