accounting-bank-sync

Bank Sync Overview

Understand how bank sync imports transactions into your accounting.

Uploading a Bank Statement

Manually import bank transactions by uploading a statement file.

Reviewing and Approving Transactions

Review imported bank transactions and approve them into your books.

Setting Up Auto-Categorisation Rules

Create rules to automatically categorise recurring bank transactions.

Adding Manual Transactions

Manually add a bank transaction that wasn't imported automatically.