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Making it easy to import transaction data into Xero

Xero

At Xero, we’re always developing new solutions that automate data entry to make life easier for our customers. One of our most loved features — bank reconciliation — is a core part of our vision to automate routine tasks, so you can focus on what matters most. Using bank statement extraction in Hubdoc is easy.

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Where to start on your Xero education journey

Xero

You may like to learn about core bookkeeping jobs, from data entry to bank reconciliation, reporting and tax preparation. Once you’re certified you’ll be able to download a certification to display on social media or your office to prove that when you say you’re a Xero expert, you mean it! Upskill with ease.

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professionals

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Credit Card Reconciliation: What It is and How to Do It?

Nanonets

You can use a bank reconciliation or employee reimbursement template to kickstart your process. Let’s look at how to do credit card reconciliation in Excel. Download your credit card statements for the period you wish to reconcile. You can download it as an excel.

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Stripe Reconciliation: The Complete Guide

Nanonets

Stripe directly fetches this data through Financial Connections on a daily basis, ensuring alignment between Stripe's records and actual bank deposits. Generate Reports : Access standard reports from the Stripe Dashboard, including reconciliation result reports, settlement level reports, and transaction-level search reports.

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147 Cloud Accounting Software Apps: The Big List

Future Firm

Invoicing, bank reconciliations, bank and credit card feeds, financial reporting, managing accounts payable and accounts receivable, multi-currency, and the ability to connect to 100’s of 3rd party apps to help small businesses automate all parts of the accounting process. 3) Wave Accounting Can you beat free?

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Bank Statement Analysis: A Complete Guide

Nanonets

Spot unusual activities that may indicate errors or bank statement fraud. Bank reconciliation Compare bank statement data with internal records to ensure every transaction is accounted for properly. Detect errors or fraud by catching discrepancies between the bank’s records and your financial documentation.

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The Practical Guide to Project Management for Accountants

Jetpack Workflow

Download our 32 free accounting workflow templates & checklists to ramp up your firm’s productivity. Automate Wherever Possible Free up your team’s time for more complex and strategic work by integrating software that automates data entry, transaction matching, and other time-consuming tasks.