You can create transactions for bank statements manually on AccountsPrep by following these steps:

  1. Open AccountsPrep for the relevant company

  2. Click the 'Banks' tab, and select 'Bank Statements'

3. Click 'Add Statement Data'

4. Select the bank account from the dropdown menu, and click on the 'Enter data on-screen' option. Once these are selected, click the green 'Continue' button.

5. Click 'Add Line +' and create the transactions as needed before saving or posting.

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