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February 4, 2020
Question

I have a bank account with Aldermore PLC with a discounting facilty . Can I add this bank maually as i have to import a csv file rather than connect to the bank .

  • February 4, 2020
  • 1 reply
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1 reply

Kristine Mae
February 4, 2020

Yes, you can add it manually, Jessicabush108. It's not going to take you a minute or so. Let me guide you. 

 

Here's how:

  1. Click Accounting.
  2. Go to the Chart of Accounts tab.
  3. Click New.
  4. Fill in the necessary fields, then click Save and Close.

Once done, you can import bank transactions using Excel CSV files.

 

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