In this lesson we will cover the process to setup Bank Direct Connect and Import and Create New Records.
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Module 1: Setup Bank Direct Connect
In this training module we will review how to setup Accounting Seed’s Bank Direct Connect functionality. This will include how to link and map Bank and Credit Card Accounts.
Module 2: Import and Create New Records
In this training module we will cover how to import and create new records for your Bank or Credit Card transactions in Accounting Seed.