Banking
Learn about setting up Bank feeds, Importing Bank files and doing Bank Reconciliations.
8 articles in this collection
Written by Amrik Randhawa, Tham Moyo, and Angel Zheng
Written by Amrik Randhawa, Tham Moyo, and Angel Zheng
List of Supported Banks
Written by Angel Zheng
Updated over a week ago
Updated over a week ago
Enable Bank Feed Access
This article explains how to successfully verify your account and enable bank feed access.
Written by Tham Moyo
Updated over a week ago
Updated over a week ago
Performing a Bank Reconciliation
Bank Reconciliation ensures that what happened in your accounts match what is in your accounting software.
Written by Amrik Randhawa
Updated over a week ago
Updated over a week ago
Bank Reconciliation Tips and Tricks
Learn the ins and outs of performing a bank reconciliation.
Written by Amrik Randhawa
Updated over a week ago
Updated over a week ago
Using the Automatic Bank Feed / Import
Learn how to set up a bank feed which allows your bank and credit card transactions to be automatically imported.
Written by Amrik Randhawa
Updated over a week ago
Updated over a week ago
Uploading OFX, QBO and QFX Formats for a Bank Reconciliation
Learn how to import bank statement transactions using an OFX (Microsoft Money), QBO (Quickbooks) or QFX (Quicken) file.
Written by Amrik Randhawa
Updated over a week ago
Updated over a week ago
Uploading CSV, Excel and QIF Formats for a Bank Reconciliation
Learn how to import bank statement transactions using a CSV, Excel or QIF file.
Written by Amrik Randhawa
Updated over a week ago
Updated over a week ago
Bank Feed Troubleshooting
Written by Amrik Randhawa
Updated over a week ago
Updated over a week ago