Banking

💡These articles explain how to set up Bank Profiles, import bank statements and reconcile your bank accounts.

Articles#

• Bank Imports: Describes the Bank Import list and edit views, their buttons, filters and fields, and the import statuses.
• Bank Imports Tutorials: Shows how to create transactions from imported bank statement entries and update imported transactions.
• Bank Profiles: Describes the buttons and fields of Bank Profiles and the parser files used to import bank statements.
• Bank Profiles Tutorials: Shows how to import a bank profile, which is needed to import bank statements.
• Bank Reconciliations: Describes the buttons, filters and fields of the Bank Reconciliations list and edit views.
• Bank Reconciliations Tutorials: Shows how to create a bank reconciliation and set its entries to Complete or Pending.