To get the most out of Float, you'll need to go into your accounting software (Xero, QuickBooks or FreeAgent) and reconcile/match/explain any unreconciled/unmatched transactions. This will bring your accounting software up-to-date, and ensure that the data in Float is correct.

If you don’t keep on top of your bank reconciliation/matching, then Float will think that those open bills and invoices that haven’t been matched up in your accounting software are still yet to be paid, which will throw off your forecast and make your starting balance incorrect. We recommend that you do this as frequently as possible - ideally weekly or every few days.

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