How do I retrieve All Bank Transactions back to January?
salonaccounting2024-02-03T14:09:10+00:00To get started importing your bank transactions, head over to the Setup page and open the “Connect Bank Data” page. You’ll be prompted to connect securely with your bank username/password. After connecting your bank, we go and retrieve the latest 30 days of bank transactions. You can optionally click on the button that says pull [...]