We listened to your feedback, and have improved the Period Close Checklists’ reconciliation alerts. They now:
Better reflect how reconciliation works on Xero and QuickBooks
Offer more guidance and tips on fixing reconciliation problems
What benefits does it have for your team?
Easier to diagnose reconciliation issues for both Xero and QuickBooks clients With Xero and QuickBooks specific reconciliation alerts, we’ve taken the guesswork out of figuring out where the problem may lie.
Less time wasted figuring out what actions are needed Clearer task instruction and reminders help your team stay focused and complete tasks quicker with less hassle.
Improve real time data availability for advisory Making your bookkeeping jobs easier means data will more likely get processed quickly and promptly.
How does it work?
The reconciliation alerts now guide you step by step in ensuring your client’s bank / credit card account recordkeeping accurately reflects activities in those bank / credit card accounts.
For both Xero and QuickBooks clients, the Period Close Checklists’ Bank Reconciliation section now show platform specific alerts and guidance for:
