We’ll use the terms match and reconcile loosely to describe what we’re doing because nothing in this article resembles a professional receivable program. But any time there’s a transaction, you will eventually need to reconcile both ends of that exchange–what went out, what came in. Transactions don’t have to be monetary you could just as easily be tracking rental equipment. Support for these Microsoft enterprise products ends in 2023 More about SoftwareĦ Best Free Alternatives to Microsoft Word (2023 Update)Ħ best free alternatives to Microsoft Excel in 2023 There are many ways to analyze transaction records in this article, I’ll show you three ways to match or reconcile transaction: using functions, the Subtotal feature, and a PivotTable. At any given time, you might want to know how much a specific customer owes, how much all of your customers owe, or even how many payments you’ve received. If you work with transaction records, you probably need a way to track what’s outstanding and what’s been paid. For more info, visit our Terms of Use page. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews. We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. Here are a few quick methods of analyzing records to find out what's been paid and how much customers owe. 3 ways to reconcile transactions using Excel 2016
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