Usually takes 10 minutes
Upload bank statements
Import bank statement rows so the treasurer can compare the bank to BoardStack.
What you need
Choose the bank account, statement date, beginning balance, ending balance, and a CSV of statement lines.
After uploading
Open Reconcile to match statement lines to payments or journal entries. This is how the board confirms the books match the bank.
Words used in this guide
CSV
A spreadsheet-style file. You can usually make one from Excel or Google Sheets by choosing Save as CSV.
Reconcile
Compare BoardStack records to the bank statement so the board knows the numbers match.