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      What is Bank Reconciliation?

      Bank Reconciliation is the process of matching transactions from your bank statement to entries in FreshBooks. This allows you to ensure your books accurately represent your bank accounts and that your funds are all accounted for.

      Bank reconciliation should be completed at regular intervals for all your bank accounts, to ensure your business’ records are correct.

      Accounting features like Bank Reconciliation are available on trials as well as Plus and Premium plans. We also recommend inviting an accountant (if you haven’t already) to help you learn more about Bank Reconciliation.


      Click on any of the below links to get started with Bank Reconciliation:

      1. Set Up Bank Reconciliation
      2. Reconciling Transactions
      3. Bank Reconciliation Summary Report

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