Open the Bank Statement Service Setup window.
Specifies the setup information for the Bank Statement service, which enables you to import bank statements directly as bank feeds.
When you have set up the Bank Statement service, you must link the involved bank account to the online bank account that the feed will come from. For more information, see How to: Link Bank Accounts to Online Bank Accounts.
In the Payment Reconciliation Journal windows, you choose the Import Bank Transactions action to import the bank statement as a feed. For more information, see Reconcile Payments Automatically.
Related Tasks
The following table shows tasks that are related to the Bank Statement Service Setup window, with links to the topics that describe them.
To | See |
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Enable import of bank feeds through the Bank Statement service. |
Tip |
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