Best Practices
Understand FINSYNC's Banking features to help manage your business and cash flow.
General Business
- How to Enable/Disable ACH Transfers
- How to Sync When Adding Bank & Credit Accounts
- Getting Paid Faster with Collections
- Save Time with Automated Categorization for Bank Transactions
- Importing Accounts Payable so Aging and Balance Sheet Match
- How to Account for PayPal Fees
- How to Leverage FINSYNC Payment Automation
- Correcting Bank Feed Transaction Issues
Understanding Transactions
- How To Import Bank Transactions
- Categorizing Bank Transactions with Chart of Accounts
- What Happens When Bank Transactions are Imported?
- Adding Attributes to Bank Transactions
- Applying Bank Transactions to Payables/Receivables
- How To Split Bank Transactions
- Removing Attributes from Bank Transactions
- How to Match One Deposit to Multiple Invoices
- Handling Bank to Bank Transfers Correctly
- How to Account for Paying Down the Balance of a Credit Card
- Bulk Categorization of Transactions
- Overview of Banking Transaction Fields
Banking Settings
- Understanding Default Bank Accounts
- Customizing Your Bank & Credit Card View
- Sorting & Search Through Bank Accounts
- Adjusting Your Starting Bank Balance