Kaizen #104 - Bulk Write API using PHP SDK (v5) - Part II
Welcome to another exciting week of Kaizen! This week, we will continue our discussion on Bulk Write API. In last week's post, we covered the features of Bulk Write API, and explained in detail the first two steps involved in using Bulk Write API. Today, we'll discuss how to create a bulk write job, fetch the job status, and download the results.
1. Prepare the CSV file
2. Upload your zip file
3. Create a Bulk Write job
After uploading the file and obtaining the file ID, the next step is to create a bulk write job. For this, you will require the file ID, callback URL, and the field API names to perform one of the three operations: insert, update, or upsert. Upon a successful API call, the response will provide a job ID, with which you can check the job status in the next step.
The following are the keys you need to set.
- callback (JSON object, optional) : The CallBack object defines the callback URL and method for receiving notifications or updates about the job's status.
- character_encoding (string, optional) : Specify the encoding to be used for the data being written.
- operation (string, mandatory) : Specify the type of operation to be performed in the bulk write job. Possible values are insert, update and upsert.
- ignore_empty (Boolean, optional) : If you have a few empty fields while updating the record and you want the system to ignore it, input the value as TRUE.
- resource (JSON array, optional): Initiate an object of Resource class that contains the details of the module, file, and field mappings associated with the bulk write job. The resource array contains the file_id, module, find_by, field_mappings and type keys. For more details, refer to our help document here.
Mapping fields in bulk write jobs
To specify which value in the CSV file should be mapped to which field in the CRM module, you can use the field_mappings key in the resource array. This is an optional key, and if you omit it, the system will use the headers of the CSV file to map the fields. When the field_mappings is skipped, the CSV headers must be the field API names and, all the columns of your CSV file will be used for import. In this case, you should remove columns that you do not want to import into your CRM account.
Please note that the CSV headers will be ignored if field_mappings is used while creating the bulk write job.
When to use the field_mappings key?
You should use the field_mappings key if:
- The column headers in your CSV file are different from the field API names in the CRM module.
- You want to ignore certain columns in the CSV file.
- You want to specify a default value for a field in the CRM module.
Rules for using the field_mappings key
- When you map a field by specifying the field_mappings key, it is mandatory to specify either the index or the default_value key, or the system will throw an error.
- The index is the position of the field in the CSV file, starting from 0.
- The default_value key is used when you want to provide a default value for a field. By specifying a default value, you ensure that if a cell in the CSV file is empty, the system will populate it with the default value.
- Use the ignore_empty key when you want the system to skip updating fields that are empty in the source file. Please note that for insert operation, ignore_empty will be set as false by default.
Index | Default Value | Ignore Empty | Empty Cell | Action |
YES | YES/NO | TRUE/FALSE | NO | CSV Value |
YES | YES | TRUE/FALSE | YES | Default Value |
YES | NO | TRUE | YES | No Update |
YES | NO | FALSE | YES | Empty |
| NO | YES | TRUE/FALSE | YES/NO | Default Value |
- If you specify the index and there are no empty cells in the source file, the system will use the values from the CSV file for the corresponding fields. The default_value will be ignored in this case.
- For update and insert operations, when the index is specified and there are a few cells for which the value is empty in the source file, then for the corresponding records with empty value:
- If default_value is specified, the field will be updated with the default_value.
- If default_value is not specified, the system will handle the corresponding fields differently depending on the value of the ignore_empty key.
- The field will be left untouched if ignore_empty is set to TRUE.
- The field will be updated to an empty value if ignore_empty is FALSE.
- When the index is not specified, but a default_value is given, the system will update the corresponding fields in the CRM module with the specified default value.
Bulk Insert with lookup and user lookup data
Here is an example of a simple bulk write job request:
<?php namespace bulkwrite; use com\zoho\crm\api\bulkwrite\BulkWriteOperations; use com\zoho\crm\api\bulkwrite\RequestWrapper; use com\zoho\crm\api\bulkwrite\CallBack; use com\zoho\crm\api\util\Choice; use com\zoho\crm\api\bulkwrite\Resource; use com\zoho\crm\api\bulkwrite\FieldMapping; use com\zoho\crm\api\modules\MinifiedModule; use com\zoho\crm\api\bulkwrite\DefaultValue; require_once "vendor/autoload.php"; class CreateBulkWriteJob { public static function initialize() { // Add init code here. // Refer to this post for more details } public static function createBulkWriteJob(string $moduleAPIName, string $fileId) { $bulkWriteOperations = new BulkWriteOperations(); $requestWrapper = new RequestWrapper(); // Set the callback URL, and method $callback = new CallBack(); $callback->setUrl("add_your_callback_url_here"); $callback->setMethod(new Choice("post")); $requestWrapper->setCallback($callback); $requestWrapper->setCharacterEncoding("UTF-8"); //character encoding $requestWrapper->setOperation(new Choice("insert")); //specify the type of operation // module, file and field mapping details $resourceIns = new Resource(); // To set the type of module that you want to import. The value is data. $resourceIns->setType(new Choice("data")); $module = new MinifiedModule(); $module->setAPIName($moduleAPIName); $resourceIns->setModule($module); $resourceIns->setFileId($fileId); $resourceIns->setIgnoreEmpty(true); $fieldMapping1 = new FieldMapping(); $fieldMapping1->setAPIName("Account_Name"); $fieldMapping1->setIndex(0); $fieldMapping2 = new FieldMapping(); $fieldMapping2->setAPIName("Phone"); $fieldMapping2->setIndex(1); $fieldMapping3 = new FieldMapping(); $fieldMapping3->setAPIName("Parent_Account"); $fieldMapping3->setIndex(2); $fieldMapping3->setFindBy("id"); $fieldMapping4 = new FieldMapping(); $fieldMapping4->setAPIName("Referred_User"); $fieldMapping4->setIndex(3); $fieldMapping4->setFindBy("id"); $defaultValue = new DefaultValue(); $defaultValue->setValue("4876876327565"); $fieldMapping4->setDefaultValue($defaultValue); $resourceIns->setFieldMappings([$fieldMapping1, $fieldMapping2, $fieldMapping3, $fieldMapping4]); $requestWrapper->setResource([$resourceIns]); //Call createBulkWriteJob method that takes RequestWrapper instance as parameter $response = $bulkWriteOperations->createBulkWriteJob($requestWrapper); // Add your code to handle the response received in the $response. } } CreateBulkWriteJob::initialize(); $moduleAPIName = "Accounts"; //The module to which you want to insert the records $fileId = "48768764054001"; // add your file_id received in the response of Upload File CreateBulkWriteJob::createBulkWriteJob($moduleAPIName, $fileId); |
In the above code, Referred_User is a user lookup field, and Parent_Account is a lookup field in the Accounts module. The CSV file contains the unique ID of the corresponding records in the lookup modules.
Here is a sample CSV file used for the above Bulk Insert job. Note that the unique record IDs of the lookup (Parent_Account) and user lookup(Referred_User ) fields. If you choose to schedule the job without using field mappings, ensure that you provide headers for these fields in the format field_api_name.id with the record IDs in the corresponding columns.
Updating or Upserting records by unique key:
During an update operation, the find_by field acts as a unique key that identifies the record to be updated. You can use the unique record id, or any other unique field for this. For example, if the Phone field is a unique field in the Accounts module, specifying setFindBy("Phone") allows updates based on the values present in the Phone field. Similarly, for an upsert operation, if there is no existing record matching the provided Phone number, a new record will be inserted. Conversely, if a matching record is found, it will be updated.
Here is the code snippet for the field_mapping for an update operation using the Phone field as the unique key.
//You can use setFindBy method to update/upsert records based on a unique field $resourceIns->setFindBy("Phone"); //fieldMapping for the unique field $fieldMapping1 = new FieldMapping(); $fieldMapping1->setAPIName("Phone"); $fieldMapping1->setIndex(1); $fieldMapping2 = new FieldMapping(); $fieldMapping2->setAPIName("Description"); $fieldMapping2->setIndex(8); |
Importing Subform Data
The Bulk Write API allows you to import and update records with subforms. To insert or update records with subforms, you must import the parent records first with Bulk Write API. For this bulk write job, $moduleAPIName has to be set with parent module with proper $fieldMapping. Refer to the first sample for more details.
Once you have imported the parent records, get the parent record ids, prepare the CSV file with the subform data, and create a Bulk Write job for the subform module. You can get the parent record ids from the result zip file in Step 5 (Download the result). Refer to our previous post to know how to prepare the CSV file with the Subform data.
Consider a subform named Contact_details in the Accounts module, with the fields Contact_Name, Contact_Email, and Contact_Phone. Here is the code snippet for the field_mapping to import the subform data.
//field_mapping for the Parent_Id $fieldMapping1 = new FieldMapping(); $fieldMapping1->setAPIName("Parent_Id"); $fieldMapping1->setIndex(0); $fieldMapping1->setFindBy("id"); //add proper field_mapping for the subform fields with the subform field API names |
Note that in this case, the $moduleAPIName is the api name of the subform (Contact_details) and the operation type should be insert. The subform data is added to the corresponding record specified by Parent_Id field in the subform CSV.
Multiselect Lookup Fields in Bulk Write API
To upload records with multiselect lookup fields, you can follow the same steps as for subforms. First, import the parent records using a Bulk Write job. Then, import the multiselect lookup field data using another Bulk Write job. For the multiselect lookup field data, the CSV file should contain both the parent record ID and the multiselect lookup field data. Please note that this method does not work for line items.
Consider a multiselect lookup field named Clients in the Accounts module, which is linked to the Contacts module. In your CSV file, ensure that you include both the Parent Record ID and the linked record IDs. For multiselect lookup data, the $moduleAPIName should be the API name of the linked module, and in the field_mappings, the API names used should correspond to the field API names from the lookup module. Check the following sample code for more details.
//field_mapping for module 1 (Contacts) $fieldMapping1 = new FieldMapping(); $fieldMapping1->setAPIName("Client_Account"); //field API name in the linked module $fieldMapping1->setIndex(0); $fieldMapping1->setFindBy("id"); // field_mapping for module 2 (Accounts) $fieldMapping2 = new FieldMapping(); $fieldMapping2->setAPIName("Account"); // field API name in the linked module $fieldMapping2->setIndex(1); $fieldMapping2->setFindBy("id"); |
4. Check job status
The Bulk Write API offers two options for monitoring the status of a job: polling and callback. If you prefer not to poll for job status, you can wait for the system to notify you of job completion by using the provided callback URL in the Create Bulk Write Job request. Alternatively, you can choose to poll the API using the job ID obtained from the previous step to check the status of the scheduled bulk write job. The job status can be one of the following: ADDED, INPROGRESS, or COMPLETED. Only completed jobs will include the download-URL key in the response.
Here is a code snippet to check the job status and get the download URL from the response.
public static function getBulkWriteJobDetails(string $jobId) { $bulkWriteOperations = new BulkWriteOperations(); //Call getBulkWriteJobDetails method that takes jobId as parameter $response = $bulkWriteOperations->getBulkWriteJobDetails($jobId); if ($response != null) { $responseWrapper = $response->getObject(); if ($responseWrapper instanceof BulkWriteResponse) { $result = $responseWrapper->getResult(); if ($result != null) echo ("Bulkwrite DownloadUrl: " . $result->getDownloadUrl() . "\n"); } } } |
5. Download the result
In this step, you can obtain the result of the bulk write job in a ZIP file that includes a CSV file containing the details of the job. Please note that you can get the details of only one bulk write job in a single API call.
To download the result, you need to use the download_url provided in the response. The CSV file will consist of the first three mapped columns from the uploaded file, as well as three additional columns: STATUS, RECORD_ID, and ERRORS.
{ public static function initialize() { // Add init code here. // Refer to this post for more details } public static function downloadBulkWriteResult(string $downloadUrl, string $destinationFolder) { $bulkWriteOperations = new BulkWriteOperations(); $response = $bulkWriteOperations->downloadBulkWriteResult($downloadUrl); // Add your code to handle the response received in the $response. } } DownloadBulkWriteResult::initialize(); $downloadUrl = "paste_your_download_url_here"; $destinationFolder = "/Documents"; DownloadBulkWriteResult::downloadBulkWriteResult( $downloadUrl,$destinationFolder); |
The image shows the result of an Upsert operation. As you can see, few of the records were skipped because the unique field had a duplicate value.
We hope you found this post useful. If you have any further questions, reach out to us at support@zohocrm.com or let us know in the comments section. We are looking forward to hearing from you!
Stay tuned for more useful posts in the series. See you all next week!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Anu Abraham
Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Managing functions
Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have createdGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCustom function return type
Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. AddingIssue with Hour Calculation in Zoho People Attendance Module
I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, theFree webinar alert on November 19 - Email driven strategies - Master personality based styles
Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,Push Notification for New Bookings in Zoho Bookings App
when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?Automation in Zoho Sprints
Hi. I have a Sprints board with the following statuses: ToDo, InProgress, CodeReview, Testing, Preprod, Live When a ticket is moved from e.g. Testing to Preprod, the following tags should be modified: remove 'tested OK' remove 'ready for Preprod' addExport Purchase orders as Excel
Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excelCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsDraft & Schedule Emails Directly in Bigin
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to email in Bigin. We'll go over each one in detail, but here's a quick overview: Previously, you couldn't draft or schedule emails in Bigin, butCreate CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is convertedSend email template "permission denied to access the api"
Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from DelugeZia’s AI Assist now helps you write clearer notes — in seconds
After helping recruiters craft job descriptions, emails, and assessments, Zia’s AI Assist is now stepping in to make note-taking effortless too. Whether you’re recording feedback after an interview or sharing quick updates with your team, you can nowShortcut to fill a range of cells
Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't foundIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forObject required error
Hi, I am getting an 'Object required' error on the line Call HideColumnsOutsideRange(ws, startOfWeek, endOfWeek) when I run the ShowCurrentWeek macro but not when I run the ShowCurrentMonth macro. Any ideas? Regards, GW Option Explicit Sub HideColumnsOutsideRange(wsZoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"
I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by accountIts 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest updateNew Series Announcement - Ecommerce Marketing Tips
Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho CommerceMarketing Tip #7: Add a blog to your online store
A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a commonKanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the givenAllow Regular Users to Directly Transfer Ownership of Files & Folders
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or foldersTriggering rules on lead conversion
There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh BhadraCustomised Funnel
We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see theTrigger Zapier on Deluge Insert Into Function?
Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A. This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the contextCan you inject JS in an HML+CSS+Deluge Page?
I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if thereDisplay Client Name in Zoho Creator Client Portal Dashboard
Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currentlyZoho unified inbox
The new changes have definitely improved things for switching between accounts. But zoho still desperately needs a unified inbox. It sucks to have to enter filters and folders for each and every inbox. This seems like such a simple thing, i wonder why Zoho hasn't done it?Marketer’s Space - Multi-Channel Campaigns for the Biggest Shopping Week with Zoho Marketing Automation
Hello marketers, Welcome back to another post in Marketers Space! The biggest shopping week of the year is almost here, and it’s your moment to shine without the stress. With Black Friday and Cyber Monday just around the corner, being present across email,Is there a problem with sharing workdrive files with links since last night?
As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we areEnable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)
Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,Production Management Tool (MRP / BOM)
Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressourcesFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name
Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have toZoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.Exporting tickets
I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?Editing the Ticket Properties column
This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of thisCopy field information to clipboard
I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?Issuing reconciling a bank statement
HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliationNext Page