FAQs about banking
- 23 Apr 2024
- 1 Minute to read
- DarkLight
FAQs about banking
- Updated on 23 Apr 2024
- 1 Minute to read
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
How often do my transactions download from my bank?
It will vary by bank account/account type but can be anywhere from 2 to 4 times a day. For larger banks, it will be closer to 4 times a day. For smaller banks, it will likely be two times a day.
How do I add a business expense?
You can track expenses by connecting a bank account with Books. You can do this from the transaction page. (Recommended method)
You can add a manual transaction or import transactions manually with a .csv file from your bank using our ‘Import’ feature.
How do I add a manual transaction?
You can add a manual transaction by navigating to the New menu in the top right corner of the Books homepage and selecting Transactions. Note that if you want to add an expense, you’ll need to put a negative sign in front of the amount.
Can I customize the categories on transactions?
Currently, we don’t allow the ability to customize categories on transactions. The categories are a predefined list within a dropdown menu.
How do I download a copy of my transaction data?
You can navigate to the reports page and download the Tax Details report. This report will allow you to download an excel file of all business transactions.
Was this article helpful?
