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M3 reconciling cash using bank excel upload
Our banks generally don't use plaid, but we'd like to make use of M3's reconciliation abilities. So,I think the process will be to download the activity from the bank website into an excel document.
Has anyone had success using this process?
How is best to learn this process?
How should I format this excel as a template in order to upload?
It seems like some of what I read indicates I am to reformat one of the upload templates already available in M3.
Which template should I edit? Will I be able to rename the upload template or will I lose the original template?
Does this feature work well even when some amounts won't match? Will I manually be able to go in and clear if say deposits are combined at the bank but separate in M3?
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