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

List of Supported Banks

Written by Angel Zheng
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

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

Bank Reconciliation Tips and Tricks

Learn the ins and outs of performing a bank reconciliation.

Written by Amrik Randhawa
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

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

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

Bank Feed Troubleshooting

Written by Amrik Randhawa
Updated over a week ago