Banking

Learn about setting up Bank feeds, Importing Bank files and doing Bank Reconciliations.

8 articles in this collection
Written by Tham Moyo, Angel Zheng, and Donna Konen

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 Tham Moyo
Updated over a week ago

Bank Reconciliation Tips and Tricks

Learn the ins and outs of performing a bank reconciliation.

Written by Tham Moyo
Updated over a week ago

Connect Banks

Connect your accounts and automatically import your bank and credit card transactions

Written by Donna Konen
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 Tham Moyo
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 Tham Moyo
Updated over a week ago

Bank Feed Troubleshooting

Written by Tham Moyo
Updated over a week ago