Purpose:
View/Manage all your connected bank or credit card accounts.
Explanation:
Connected Accounts are bank or credit card accounts that either are linked to your bank automatically or you are uploading transactions to manually. You can select an account from the list to work on. You can also add a new linked account that Cheqbook automatically retrieves data from or a new manual account that you can upload data too.
These accounts are automatically part of the chart of accounts, but have more enhanced options. Any data you receive to a linked or upload account will be processed through our categorization engines.
Actions:
Link a Bank or Credit Card: Click this button to add a new bank or credit card account to the list of connected accounts.
Create a Manual Upload Account: Click this button to create an account to upload bank transactions to.
Manage Linked Accounts: Click to access details on your connected accounts.
Open: next to a particular account opens the register for that account.
Manage: next to a connected account provides options for the connection, keywords, excluded terms, reverting or resubmiting transactions, uploading, naming, and turning sync on or off.
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