How To Connect Bank Account In Dext (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
When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.
About the author
-
I highly recommend Moe Tabesh. His service is phenomenal, to say the least. His tax knowledge is extensive and he’s been able to save me a substantial amount of money by following his recommendations. In addition, he is warm, kind, understanding, positive, and flexible, which are qualities I find rare in most accountants I’ve worked with. You’re in good hands with Moe, I can’t recommend him enough.
Samantha Biron
-
Moe and everyone at Numetrica have been incredible at helping with my new corporation and corporate and personal tax returns and my other small business. Their accounting skills are out of this world and the technology they use makes everything so simple and fast. The time you will save will be worth every penny. Thanks again Moe for all your help!
Jeremy Prudhomme
-
Mr Tabesh (Captain Number Cruncher) and his perfect team are not only professional in their fields, they are extremely passionate about their clients! Numetrica City continues to support us with corporate and personal tax returns, bookkeeping (thank you so much Sherry ) and We are so happy and appreciative for you and your responsible team, Moe!!!
I really recommend these guys to everybody.Farshid Dehnavi
-
I did my first Corporate tax return and cloud accounting with Numetrica City and I am very satisfied with the work they did. The team was very responsive and answered all my questions. I 1000% recommend their services.
Keddy Declan
-
I would highly recommend Numetrica City-Accountants, Tax and Bookkeepers. Exceptional customer service. I am assured that all my company tax services and payroll are taken care of because of the great team that Moe has. I like the fact that I do not have to worry about driving to a physical location for my accounting services, my company's accounting tax preparations are done online due to the excellent cloud service Numetrica City has. Definitely score a10/10. Thank you for all the good work that you guys do. Greatly appreciated!
Sibeso Kehinde
Discovery
Proposal
Set-up
Get Connected
Reviews
Trust in the superhero accountants of Numetrica to keep your numbers in order and for expert advice on growing your business. Numetrica specializes in providing clients with in-depth accounting and bookkeeping services in Canada and the United States as well as financial advice to assist you in making the right decisions for your business.
Comments