Help Center Getting Started Bank Matching & Reconciliation

Bank Matching & Reconciliation

Let's go over how to reconcile this imported settlement with your bank transactions in QuickBooks.

Bank Transaction Reconciliation

In the previous page, you clicked on import settlement button to import the settlement into QuickBooks Online. After it is imported, you can go ahead and reconcile this settlement by matching it within bank transactions in QuickBooks Online

Navigate to Bank Transactions

bank_transactions

Match the Deposit

Under bank transactions, find the deposit from Amazon. It should be the same amount as the line in Klavena that you imported and click Match!

reconcile

Verify that it's categorized

matched

100% Reconciliation

Recall that this is the line that we imported. The imported amount matches the deposit amount in QuickBooks!

klavena_settlement

Congratulations!

You've linked your first sales channel to QuickBooks Online and imported and reconciled your first settlement.

Next Steps

How Klavena Ensures Accurate Accounting and Reconciliation

How to View the Financial Health of Your E-commerce Business After Integrating with Klavena