Setting up for the first time option 2 linking banking accounts V uploading by CSV

Question asked by Caroline Bosker 7 days ago

1) If I link my bank account first time can:

a) Delete the resulting upload (I am not starting now, so I wouldn`t want lots of uploads on my account that I am not going to use later, I wanted to practise then delete it. b) Down load the upload as a csv c) Use both methods at the same time, ie link my bank accounts to clear books, but change my mind and instead use the CSV upload method instead.

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Tommy Chung

Staff

1482 entries

Hi Caroline,

Yes, you can upload a bank statement and delete it afterwards. If you do practice explaining transactions, there will be an option to Undo All the transactions, then you will be able to delete the imported statement.

And you should use either the bank feed or manual import method. You can delete the bank feed at any time.

Tommy

5 days ago

Setting up for the first time option 2 linking banking accounts V uploading by CSV

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