Review and reconcile your bank

Updated November 4, 2026

Cloud Books by MyCloudSuites suggests a match for every bank line, and nothing posts until you confirm it.

Import a statement

1. Choose Banking, then Import a statement.
2. Pick the file: .csv, .ofx, .qfx or .qif. Lines you’ve already imported are skipped.

Review each line

In Banking › For review, each line comes with a suggestion: a payment on an invoice, a bill, or the category you used last time.

• Confirm accepts the suggestion.
• Match connects the line to an invoice or a bill yourself.

You can also split a line, mark it as a transfer or exclude it, and undo any of it. Rules confirm the lines you always confirm.

Reconcile

Choose Reconcile and work through your statement until the difference is zero. The cleared lines then lock.

Your profit and loss report is right the moment you confirm a line.