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Add Bill Jan 19, 2024 | Category: Bill

If your bank supports bank feeds, you can use the bank feeds feature in Books to fetch your bank statements automatically. Books has partnered with third-party bank feeds service providers such as Yodlee, Token, and Plaid to fetch the bank feeds. Note that the availability of a bank feeds service provider depends on the edition of Books that you are using. Read our help document on bank feeds to know more.

Create Invoice Jan 19, 2024 | Category: Invoice

Books supports five file formats - csv, tsv, ofx, qif. Please check whether you are importing the file in one of these formats. Possible workaround to successfully import your statement: Choose the appropriate date & currency format .