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Bookkeeping / Bank Transactions

Import Bank Transactions

Bring transaction activity into Truewind so your team can review, categorize, and reconcile it.

Before importing

Make sure you know whether you are using a synced connection or a manual import flow.

Suggested workflow

  1. Open Bank Transactions.
  2. Start the import or sync flow.
  3. Load the transaction data.
  4. Verify that the expected rows appear before starting categorization or reconciliation.

After import

Once the transactions are visible, move into categorization and reconciliation so the close workflow stays current.

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