Refreshing Checkbook Reconciliation with Additional GL Accounts to a Prior Year

Follow the steps below to refresh the general ledger accounts to a prior year with the Options button.

1. Navigate to Accounting / G/L / Checkbook Reconciliation.
2. Choose the necessary general ledger account, and select Reconcile.
3. Select the Options button on the Checking Account Reconciliation window.
4. On the Add External Databases window, change the DB Path for the accounts in the grid to the path where the prior year dataset resides.
5. Change the Fiscal Month to 12.
6. Select Save on the Add External Databases window.
7. Select Refresh on the Checking Account Reconciliation window