Import Bank Transactions – Free Online Small Business Accounting Software Questions & Answers
Could you add columns in the .CSV Bank Import file that allow me to 1) CODE the transaction and 2) MATCH the transaction. At the moment the columns are Date, Description, Money Out and Money In.
Code the transaction: Could you Add “BANK” (the one being imported) and CODE (Account code for the transaction)
Match the transaction: If a transaction is coded to Accounts Payable or Accounts Receivable add a MATCH column to allow the amount to be matched to one (or more) invoices.