How do I reconcile data synced to accounting integrations?


After synchronising Reap Card transactions to the accounting integrations, you might want to reconcile the data there. You can click on Sync to Integrations, then select Sync as reconciled.

On the accounting integration, click on your Reap Card account to view the transactions.

On the Account transactions tab, you will see the transactions you have synchronised from Reap dashboard showing the status Unreconciled.

If you wish to edit the transaction details before reconciliation, click on Options -> Edit Transaction. You will be able to edit the Description, Account, Transaction Date, and more. When you finish editing, click Update to save and go back to the Account transaction page.

If the transaction details are correct, you can reconcile the transaction directly by clicking Mark as Reconciled.