Description:

In this video we show to you downloading bank transactions, how to classify or add transactions, how to create invoices, how to create checks, matching transactions and reconcile

 

Video:


 

Table of contents:

 

  • 00:01:24 – How to connect your bank (banking button) and how it works
  • 00:11:54 – How to classify or add transactions
  • 00:20:10 – How it works the modify selected feature
  • 00:25:36 – Create invoice (Quickcreate button, invoice button)
  • 00:27:05 – Matching transactions
  • 00:29:38 – Receive payments (account, account type, detail type) to create an undeposited funds account
  • 00:31:40 – Bank deposit (creating deposit)
  • 00:32:27 – Matching payments
  • 00:32:47 – Create check
  • 00:33:40 – Reconcile
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