Help! Having problems uploading transactions into cloud banking.

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• 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: 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 ...

• Help! When approving transactions in Cloud Banking, the documents that are created say deposits for payments (or vice versa).

  These transactions were most likely imported using a csv file and the problem is most likely a mapping error. Before importing a CSV file, you must open the bank detail (see image below) and map the columns so the system knows which column contains ...

• 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 ...

• 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 ...