How to Connect Bank account to Receipt Bank

When connecting your bank to Receipt Bank (RB), RB will “Fetch” the bank statements.  What it means is that it will grab the Bank Statements in PDF format.

This will save you time, since as business owner you have to either log in to your bank and save them in Dropbox so we can perform the bank reconciliation. Or you’ll have to have to wait for the mail to come and either save the bank statements in Dropbox or physically getting them to us.

So the bank Fetch makes it automatic and systematic as bank statements become available.

We will show you a step by step process to make this automatic process.

Once you are in RB, look and click on “Add Items”

Add Items In Receipt Bank

Add Items In Receipt Bank

Once you choose Add Bank Statements, look for “Bank Fetch” Tab

Bank Fetch

Bank Fetch

 

On the last screen, click browse:

Receipt Bank Browse

 

In search area, type your bank name; for example, RBC

Bank Search

 

 

 

 

Enter your bank data and it’s done!

To know more about other great apps, read this