PRACTICE TRUST ACCOUNT ON CONNECTED LEDGER

Question

Hi there,&nbsp;I was wondering if anyone uses connected ledger for the Practice Trust Account. We use a very old system and are currently manually entering every transaction and I would like to simplify the process by using a bank feed. Is there anyone on here that has this setup or something similar?&nbsp;Thank you.&nbsp;

princess_r · Answer

Hi MKemp&nbsp;&nbsp;Thank you for your post. To make you import bank transactions simpler and easier for you this Help Article, Set up Bank feeds, has the detailed instruction to help you resolve this.&nbsp;Please let me know if you require further assistance.&nbsp;If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.&nbsp;Cheers,Princess

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PRACTICE TRUST ACCOUNT ON CONNECTED LEDGER

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