Nimble’s ‘Auto Reconciliation’ feature allows you to configure your bank/credit card accounts to connect with Nimble Accounting and update and reconcile the books of accounts as and when required.

Steps

• Login to your account & Navigate to Banking
• Click on Reconciliation
• Select Automatic or Manual

Manual: Click on ‘Manual’ button
Start comparing & matching your bank feeds with real-time statements

Automatic: Click on ‘Automatic’ button
Enter the details and click on ‘Get Feeds’, our system will automatically reconcile the books

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(a) How to create a check

• Navigate to ‘Banking’ from the left side menu
• Click on ‘Check’ & then ‘Add New’
• Select your bank which is mapped to your account under bank feeds
• Enter Purpose, Chart of Accounts, Payee Name, Amount details
• Click on Save

(b) How to print checks

• Navigate to ‘Banking’ from the left side menu
• Click on ‘Print Checks’
• Select your Corporation, Bank Account, Starting Check Num
• Click on ‘Get’ button
• Select all your checks and print them all at once

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Yes, with a few clicks you can connect your credit card with Nimble.

Steps

• Navigate to ‘Banking’ from the left-hand menu
• Go to Bank Feed & click on Create Account
• Select your Bank for the credit card from the drop down
• Enter the login credentials of the bank
• Click on Connect
• After successfully connecting, select ‘Map Accounts’ on the same screen and from the drop down select the bank account & nimble credit account

Click on “map accounts” button to finish the process

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• Select Corporation and click on Connect to dropdown
• Now you can select your connected bank account from the drop down.
• You will get displayed with all the bank transactions in a grid showing transactions with matched and unmatched status.
• Select the entries that you want to post into Nimble Transactions by clicking on Post in Action column.
• By default the account will be selected as “Ask the accountant”.
• To change the Chart of Account click on Ask the accountant, select the respective Chart of account, Name and then click on post.
• To post the transactions in the bulk, select all the transactions then click on the drop down to post or skip the transactions.

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