Accounts
- Linking multiple accounts within same bank
- Linking PayPal Account
- Update your bank accounts for improved bank feed process
- Unreconcile or Delete a Bank Transaction
- Adding Stripe
- Record a Loan & Loan Payment
- Importing the Bank Statements
- Get Bank Feeds through Link Bank
- Bank Reconciliation
- Add a Bank Account
- Edit Bank Account
- Add New Credit Card Account
- Edit Credit Card Account
- Add a New PayPal Account
- Edit PayPal Account Information
- Account Statements
- Record Expense in Banking
- Transfer Funds
- Record Income
- Search a transaction in a statement
- Adding Chart of Accounts (COA)
- Edit/ Update a Chart of Account (COA)