You can view all of the transactions that we are able to pull into Autobooks through our link into your bank account by following this path:
- Accounting > Accounts > Transactions
This transaction sync happens automatically overnight and also in real-time when you load the transactions page.
Once you are on this list page, you can click on a specific transaction to bring up the right-hand side menu. This menu allows you to see the following information:
- Transaction - Transaction categorization and additional details on this transaction
- From this page, you can categorize that transaction to a specific accounting category (or categories)
- Match - Apply a transaction directly to an invoice
- This is applicable to both Income and Expense transactions
- Please see the Transaction Match article for additional information
- This is applicable to both Income and Expense transactions
- Exclude - If there is a transaction that you wouldn't like to impact your business' financials, you can use this option
- Please see the Transaction Exclude article for additional information
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