Bulk approving reconciliation matches
How to review and approve multiple high-confidence transactions in one action, saving hours of manual reconciliation time.
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How to review and approve multiple high-confidence transactions in one action, saving hours of manual reconciliation time.
How to sync your Shopify store with AccBooks — importing orders, payouts, refunds and inventory adjustments automatically.
How to link your Stripe account to AccBooks for automatic reconciliation of payouts, fees, refunds and subscription revenue.
What to do when AccBooks can't automatically classify a transaction — including manual posting, creating new accounts, and marking transactions as personal.
How to manage reconciliation across multiple bank accounts, currencies and entities in AccBooks AI.
Create automatic rules that classify recurring transactions without any manual review — saving hours of repetitive work every month.
How to work through the reconciliation queue, approve AI matches, manually classify transactions and handle edge cases.
How to divide a single bank transaction between two or more nominal codes when it covers different expense types.