Recalling trial reconciliations

To recall a trial reconciliation:

  1. Open 1-5 Bank Reconciliation.
  2. In the Account# box, enter the bank account number.
  3. Click the Display Items button.

Tip: When you save a trial reconciliation, the next time you recall the reconciliation, the checks and deposits that were cleared still display with a Clear status. However, any new transactions appear with an Open status. The computed balance will be the same. To start the reconciliation over again, clear out the trial reconciliation. How?