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Void a reconciled transaction
Sometimes an error only shows up after the reconciliation process has been completed. Learn how to adjust your books to make the correction. Go to Bank Accounts Select the applicable bank account from the select menu in the top left Click on the ...
Edit, Void, or Credit an Expense
Once you add and approve your expense, you’re greeted with a new set of tools that you can use to edit the expense after its creation. If you need to edit, void, or credit an expense, here’s what you should know. Step 1: Navigate to Expenses in your ...
How to Delete Bank Transactions
Sometimes you need to remove bank transactions from your list of transactions. This could be because you had a duplicate transaction, a transaction bounced, or it was entered incorrectly. Here is how you can delete a bank transaction in a few simple ...
Manually Importing Transactions
Important Note: The easiest and quickest way to track your transactions, especially around the Paycheck Protection Program (PPP) loan forgiveness is to link your bank/credit card accounts. However, if you prefer not to sync your account, the ...
Transactions not appearing in Sunrise
If a you've connected your account, but no transactions are appearing in Sunrise. Here are some steps to consider: A couple of questions Have you confirmed that your bank is on our list of supported banks? ...