By completing a bank reconciliation, you can compare transactions that have been entered in Legal Accounting with the transactions recorded in your bank account.

To open a bank reconciliation: 

1. Navigate to Bank Admin > Feeds and Reconciliation.
2. Select a bank account from the dropdown beneath the Bank Account heading, and click the circled ▶ icon.
3. Adjust the Start and End Date according to your bank statement information.
4. If you have a Quickbooks Online (QBO) file for this account, use the section marked Click or Drop Bank Feed File Here to add it.
5. Click the Submit button at the bottom left of the screen.