Quick question: Let's say you have a bank transaction for $500. And you have two expenses for $250. Can you match 1 bank transaction to two expense entries? I ask as I'm hesitant to connect my bank account to Freshbooks due to security concerns. In order to mitigate those concerns, I'll have to do a lot of reorganization of my bank accounts and want to make sure bank reconciliation will work for me. On a related note, any plans on allowing users to just upload transactions rather than forcing them to enter their credentials on a website that is not their own banks? My understanding is that by entering the credentials into a third party website, you are violating your banks agreement and there may be liability concerns. I'd rather just do it manually once a month as it just takes two seconds.
@letstry3494
7 ай бұрын
Is it possible to upload bank statement manually in Freshbook??
@user-pj3wu3xl9s
Жыл бұрын
Does Freshbooks pull in the income like quickbooks? I get my payments through WIX and Zelle and they go into my bank account. Do all of these have to be entered manually and if so, where??
@PaulDurdle
Жыл бұрын
He talks about it @8:58. You can connect an incoming payment to an invoice you've sent.
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