Many problems with bank feeds
Hi All, I have just spent way too long sorting out and trying to reconcile the bank accounts for a client who totally stuffed up 3 months worth of transfers (and there were many) between their ba...
Forum Discussion
Hi Alan
I hope you're well. To match a transfer between accounts when both accounts have bank feeds:
- record the Transfer money transaction
- go to Bank transactions
- expand the bank feed for that transfer
- click the Transfer money tab
- select and save
- refresh the Bank transactions window and both sides will be matched
You can change the date order of transactions in the Bank transactions window by clicking on the sort arrows next to the column header. The software will remember the sort preference selected and default to that preference every time you go into Bank transactions or sign into the file.
Let me know if you need further help with this.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
