Importar transacciones de una cuenta de banco sincronizada en Accountberry en el módulo de compañías
Summary
The video demonstrates the process of importing bank transactions into an accounting system. It shows how to edit and add information to synchronized transactions before importing them. Furthermore, it explains how to create events related to transactions, select accounts, and ensure accuracy by verifying the transactions in the journal. Overall, the video provides a comprehensive guide on successfully managing and importing bank transactions into the accounting system.
Importing Transactions from Bank Account
The video explains how to import transactions from a bank account into the accounting system. The process involves selecting the synchronized account, editing or adding information to transactions, and importing them into the accounting system.
Editing Imported Transactions
Demonstration of editing imported transactions in the accounting system. The process includes selecting the account, choosing transactions to edit, and adding additional information.
Creating Events
Explanation on creating events related to transactions in the accounting system. Selecting accounts, choosing past transactions, and creating new events for them.
Importing Transactions Successfully
Final steps of successfully importing transactions into the accounting system. Verifying the transactions, viewing the journal, and ensuring the transactions are accurately entered into the business accounting.
FAQ
Q: What is the process of importing transactions from a bank account into the accounting system?
A: The process involves selecting the synchronized account, editing or adding information to transactions, and importing them into the accounting system.
Q: How are imported transactions edited in the accounting system?
A: Imported transactions are edited by selecting the account, choosing transactions to edit, and adding additional information.
Q: Explain the creation of events related to transactions in the accounting system.
A: Creating events related to transactions involves selecting accounts, choosing past transactions, and creating new events for them.
Q: What are the final steps of successfully importing transactions into the accounting system?
A: The final steps include verifying the transactions, viewing the journal, and ensuring the transactions are accurately entered into the business accounting.
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