Banking

Your daily transactions will vary in method of payment. Payments we receive from customers or payments we make to our vendors will be through banks, or even through cash. It is important that all those transactions are matched from your bank to your Accounting software. Certain subscription packages in myBooks allow you to connect to unlimited number of banks. Be sure to choose the plan that works best for you.

Connect to Bank/Credit Card

  1. Go to the Banking tab on the sidebar.
  2. Click on Connect to Bank/Credit Card which is located in top right hand corner.
  3. It will redirect to the bank’s Login Page.
  4. Choose your bank or type it in the search box.
  5. Enter the username and password of the bank Account.
  6. Press submit to connect the bank account to myBooks.

Automatic feeds from Bank

  1. Go to banking
  2. Once Mybooks is connected to bank
  3. Refresh field will appear below options
  4. Press on refresh field to get automatic feeds

Add Bank account

To add another general ledger (G/L) account in banking. Follow the steps mentioned below

  1. Go to banking
  2. Click on Connect to Add bank account which is located in top right hand corner
  3. A new window will open
  4. Click on See Bank Account List to view the list of G/L accounts which was added already
  5. Enter all necessary information
  6. Press save to update the G/L Account