DoorLoop

Reconciling your accounts is important to ensure accuracy and identify any discrepancies between your records and the bank's statements.

Bank Reconciliation Overview

Learn about bank reconciliation and how to import transactions with Plaid to help you reconcile.

Bank Transactions vs Reconciliation

Steps for reconciling starting from your opening balance and accounting start date.

Reconcile Back to the Beginning of My Account in DoorLoop

How DoorLoop helps you avoid wrecking your financials and keeping your accounting accurate.

Transactions Which Are Reconciled Cannot be Edited or Deleted

Learn how to undo a reconciliation if you need to edit transactions or change your opening balance or accounting start date.

Undo a Reconciliation

What to look for first if you are having trouble reconciling.

Common Reconciliation Problems

View uncleared and unreconciled transactions on your account register.

View Which Transactions in DoorLoop that Have Not Been Reconciled

Connect to your bank account to match transactions in DoorLoop, making bank reconciliation easier.

Import Transactions with Plaid

When matching transactions with Plaid, you can create missing transactions while reviewing bank transactions.

Import Transactions with Plaid to Enter Missing Transactions in DoorLoop

Sometimes pulling transactions from your bank via BankConnect and Plaid can cause duplicates to appear. Here's what to do if this happens.

Exclude Transactions from Bank Transactions

Undo transaction matching  in BankConnect if done in error or if you need to make changes.

Undo Categorized Transactions under Bank Transactions

If you need to keep track of payments made to an investment account, you can use Bank Transactions to record these as expenses.

Use Bank Transactions to Record Payments to an Investment Account

Sometimes, you need to start over and that means disconnecting your Plaid account from DoorLoop. Here's how.

Disconnect a Bank Account from Importing Transactions with Plaid

What to do if you get the "... Already connected to a Bank Account in DoorLoop" error when trying to connect a new bank account to Plaid?

Fix “... Already Connected to a Bank Account in Doorloop” Error When Connecting a New Bank Account

Reconcile DoorLoop account transactions with your actual bank account.

Bank Reconciliation in DoorLoop

Connect your bank account transaction data to match transactions in DoorLoop, making bank reconciliation easier.

Connect Your Bank Account to Plaid to Aid with Bank Reconciliation

Samuel

Nolan Hofstee

Enmanuel Alvarez

Import bank account transactions and reconcile your bank account with DoorLoop on a regular basis to ensure the accuracy of your financial data.

BankConnect & Reconciliation

Contact Us

Hubs

Pricing

DoorLoop University

Calculators

Integrations

Referral Program

Checklists

Awards

Become an Affiliate

Definitions

Laws

Forms

Associations

Company

Resources

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.