To automatically mark all cleared transactions from an electronic bank file, from within the Reconcile Bank Account window, select >Options. Next, select >Import Cleared Checks… and then select the type and location of the electronic file provided by your bank. Clck >Ok to complete the process. CertiflexDimension Bank Reconciliation supports OFX, QFX, QIF and Tab delimited electronic bank files.
Q: We write hundreds and sometimes thousands of checks every month. Reconciling our bank statements would be much easier if we could automatically clear the checks the bank has processed. Is there a way to do this?
A: Yes! Most banks today can provide an electronic file of cleared transactions to their customers and CertiflexDimension Bank Reconciliation readily accepts importing the most popular formats.