Getting Started with Cloud Banking

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 manually. Verify the categorization of a transaction to teach CustomBooks™ to categorize it the next time automatically. Instantly verify your balances. These are just a few of the time-saving tasks that you’ll enjoy when connecting your accounts using Cloud Banking.

Connecting Accounts

  1. Navigate to Bank → Cloud Banking
  2. Click Add Account on the left hand side of the screen.
  3. Choose the Bank from the drop-down menu.
  4. After selecting your bank, click Proceed button.
  5. Enter the credentials you use when logging on to online banking with your bank.
  6. Click Proceed. A list of accounts will appear.
  7. Un-check any accounts that you wish to exclude from cloud banking.
  8. For each bank, choose a General Ledger account for each bank account that is being added. If a general ledger account does not exist, choose Create New G/L Account.
  9. Click Proceed. The accounts will be added and transactions for up to 90 days will be added for each account.


Connecting a bank account to Cloud Banking

Disconnecting Accounts

An online account may be reverted to an offline account if needed. This may be done by opening up the bank detail window (click on the double box next to the bank name drop-down list) and clicking on the Disconnect tab. The Disconnect link will take the bank offline. At this time transactions may be manually imported.



Disconnecting a bank account on Cloud Banking

    • Related Articles

    • 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 ...

    • Getting Started Steps

      CustomBooks™ is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, reporting, project and time tracking, and a full E-commerce solution into one cloud-driven platform. Cool! Power in the ...

    • Getting Started - Setup Wizard

      CustomBooks™ Setup Wizard: Quick and Efficient Account Onboarding The CustomBooks™ Setup Wizard is a tool designed to simplify the process of onboarding new accounts. From company information, enabling features, setting up the chart of accounts, and ...

    • Banking

      Banking Record checks and deposits, reconcile bank statements and use cloud banking to minimize data entry. Our banking module is helps you keep to the penny. To get started, navigate over to Cloud Banking and set up your bank and credit card ...

    • Cloud Banking Error Code Reference

      Error Codes Here are a list of common issues found in Cloud Banking and the action to take if you see this in your account. Error Code Description Error Message in Cloud Banking What you can do 400 Technical Issue We’re sorry, your request could not ...