View bank feed transactions for an account during reconciliation

View bank feed transactions during reconciliation. You can view bank transactions that have been matched for reconciliation (and which Sage Intacct transactions they matched to) and those that are still unmatched.

1. Go to Cash Management > All > Reconciliation > Bank or Credit card.

2. On the Reconciliation window check the Bank feed status field to make sure that your account is connected.
   See a status of Auth required?

   Some banks require you to reauthorize your bank feed connection before you receive new transactions. This is a security process put in place by your bank. You'll know if you need to reauthorize if you see a bank feed status of Auth required.

   Learn more about bank feed status descriptions and how to troubleshoot bank feeds.

3. If you already imported a bank file, remove the import file before you continue.

   If you're connected to a bank feed and continue to the reconciliation page with an import file, the file overrides any matching that has already occurred from a bank feed.

   To remove an import file, select Import. Then, select the trash icon.

4. Select Continue.
5. On the account reconciliation page, go to the Bank tab.

All unmatched transactions appear. To view matched transactions, From the State dropdown list select Matched and then select Apply filters . Learn more about filtering and sorting transactions.