[Cloud Banking] Assign classes to different bank accounts
In order to assign default classes to each bank account, Navigate to Bank/Cloud Banking and take following steps:
1. Open the bank account card (G/L account card)
2. Select "Import Settings" tab
3. Uncheck the box for "Default Class" field and select the class to be assigned to that bank
4. Click "Save"
Related Articles
Cloud Banking: Working with Downloaded or Imported Transactions: Approve, Match, Unapprove, Auto-Categorize (Categorization Rules) Transactions
Working with Downloaded or Imported Transactions For those accounts that have been connected to their banks via Cloud Banking, transactions will automatically flow in on a daily basis. Working with the downloaded transactions can be a real time ...Getting Started - Connecting your bank accounts to Cloud Banking
Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...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 ...CustomBooks™ Product Perks: February 2025 - Cloud Banking
Cloud Banking Efficiently managing bank accounts is essential for every business. With cloud-based access and a reliable service provider, you can streamline your financial operations seamlessly. CustomBooks™ Cloud Banking has the tools and features ...Getting Started with Cloud Banking
Getting Started with Cloud Banking CustomBooks™ connects you to thousands of banks and credit card companies in the cloud eliminating the time-consuming task of entering transactions manually. Click to accept a transaction rather than entering it in ...