Manage Bank Transactions settings

Open Organization Settings from your profile when you need to inspect or update the Bank Transactions settings for a specific organization.

Workflow

Step 1

Open Settings > Bank Transactions and review Automation settings

Open Organization Settings and select Bank Transactions. Use the Automation section to enable or disable transaction categorization, recurring transaction sync, dimension tagging, and payee creation for new vendors.

Screenshot showing the Organization Settings area with the Bank Transactions settings tab available.

Step 2

Review Categorization Dimensions settings

Use the Categorization Dimensions section to choose which dimensions are available when categorizing bank transactions.

Screenshot showing the Categorization Dimensions section with dimension availability toggles for bank transaction categorization.

Step 3

Alternatively, open Bookkeeping > Bank Transactions > Gear icon

You can also open Bank Transactions settings from inside the Bank Transactions module, via the Gear icon.

Screenshot showing the Bank Transactions workspace with the gear icon used to open Bank Transactions settings.

When to use this path

Use this path when you want to open Bank Transactions settings from the central Organization Settings area.

Was this helpful?

Need more help?

Ask for human help about this article and provide any feedback.