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
