In our last post, we had announced feeds from more than 2000 banks in ×îв©²ÊÍøÕ¾ Books and we’ve been getting some great feedback from our customers. For those who still haven’t been able to enjoy the benefits of , you can still reduce data entry to a considerable extent by importing your bank statements directly into our .
All you have to do is ‘Select’, ‘Map’ and ‘Import.’
Select: Your first step, requires you to select the ‘statement’. Begin your journey by getting hold of an electronic format of your bank or credit card statement (CSV or TSV file) and feed it into ×îв©²ÊÍøÕ¾ Books. Choose your preferred amount column format, so your withdrawals and deposits may be arranged by in the right manner.
Map: Your next pit stop is the ‘Map Fields‘. Here you get to match the bank statement column headers to ×îв©²ÊÍøÕ¾ Books headers. If you plan to import statements frequently, then a quick tip to save time would be to click on ‘save your selection’ as shown in the image below. Next time you import, fields will be automatically mapped.
Ìý
Import: Your final step in this short journey ends with ×îв©²ÊÍøÕ¾ Books letting you know if the mission was accomplished, by giving you an import summary. Once you click the ‘Import’ button, all your transactions will be available in ×îв©²ÊÍøÕ¾ Book.
Take a look at out document for more information on . This feature considerably reduces the time to reconcile your bank and credit card accounts. We hope you like it. Send us your feedback in the comment section below.
Hi Chris,Glad you liked it :)
Awsome I have been waiting for this!!!
Hi Sharon,Thanks for sharing your feedback. I've added your vote to the request.
Exact same concern as Rick.Hope this can be developed ASAPThanks
Hi Rick,Valid point. Giving specific access to users for 'Banking' is something which will be useful. I've passed it on to the development folks and definitely update you when we have it on board.
When is Books going to have user security? Especially with Bank Feeds.....
How do I allow a Sales Person to create and Estimate and Invoice.....with out being to see my entire company's financial data?With out user security.....×îв©²ÊÍøÕ¾ Books can only be used by the owners of a company or the accounting staff.Then who does the estimates and invoices?Have many customers waiting on this?