Three tips for quick transaction reconciliation in Excel

June 29, 2018

Excel is a staple in CPA firms and accounting departments everywhere. If you use the popular software, you need to know the three features of Excel 2016 that can make your life easier.

Built-in tools can group and analyze your transaction records to give you immediate, useful information about what’s been paid and how much customers still owe. Match or reconcile your transactions with step-by-step instructions using functions, the Subtotal feature and a PivotTable.

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