Bank Profiles Tutorials

💡This tutorial explains how to import a bank profile.

Navigation Example

Main Menu > Setup > Accounting > Bank Profiles (tab)

Note

A Bank Profile is needed to import bank entries from a bank statement. The supported formats are .ofx, .csv and .txt.

How to Import a Bank Profile

Info

If your bank is not on the list, ask QuickEasy to add it.

  1. Navigate to Bank Profiles.
  2. Click Actions (button) > Download Bank Profiles From Master.
  3. Click the profile on the list.
  4. Click Select (button).

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