General Cloud Banking
Cloud Banking: Importing/Uploading Bank Transactions using the Bank Import Wizard
CustomBooks™ Cloud Banking includes a feature to manually import bank transactions to ensure accuracy, completeness in financial records, and accommodate users whose banks may not support integration. This flexibility helps users maintain up-to-date ...
Cloud Banking: US Bank to migrate to open banking
US Bank Users: On September 6th, 2023 our financial service aggregator will be migrating US Bank to Open Banking. Re-authentication will be needed before September 30th, 2023. What is Open Banking? Open Banking is a faster, more reliable, more ...
Importing Transactions into Cloud Banking
Introduction Sometimes it may be necessary to import transactions into Cloud Banking. This article will detail the procedures for doing so. Importing Transactions Step 1 : Get the transactions from your bank or credit card's online banking site. Each ...
Cloud Banking Dashboard
The Cloud Banking Dashboard gives you a quick look at your finances and includes information on unapproved transaction counts, bank and book balances, connections status and more! To get to your Cloud Banking Dashboard, Click Homepage Click the Bank ...
Cloud Banking Home Page Tab
The Cloud Banking Dashboard gives you a summary of what's happening with your bank accounts. On the left you will see a graph that shows cash flow data (deposits and payments) for each month. On the right is a list of bank accounts that will ...
How to split a transaction in Cloud Banking
Splitting transactions in cloud banking refers to the process of dividing a single transaction into multiple GL accounts. This is often done to accurately track expenses or income. Here are the steps on how to split a transaction in cloud banking: 1. ...
Help! Having problems uploading transactions into cloud banking.
When importing transactions from a CSV file into Cloud Banking, please ensure the following before import: 1) The CSV mapping has been done in the account detail. 2) The date is formatted in mm/dd/yyyy. 3) There are no special characters in any cell. ...
How do I account for credit card processing fees in CustomBooks™
When using Stripe to process credit cards in CustomBooks™, this happens automatically. When Stripe sends the collected sales receipts to your bank account, it also sends a notification to CustomBooks™. CustomBooks™, in turn, creates a deposit with ...
How can I add multiple bank accounts and use them in receipt, invoices and payments?
First, choose add the bank accounts in your chart of accounts. Then in the Cash Receipt, Invoice Payment, and other bank document you can select different bank accounts in the Bank Account field. To change the default bank account, choose Settings → ...