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”
Once you choose Add Bank Statements, look for “Bank Fetch” Tab
On the last screen, click browse:
In search area, type your bank name; for example, RBC
Enter your bank data and it’s done!
To know more about other great apps, read this