Transaction History

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For more information about accounting functions regarding transactions, see the Accounting - Transactions article here.

 

The transaction history brought into Autobooks comes directly from the data made available by our partner financial institutions' online banking systems.

Depending on the financial institution, the data that is brought in from online banking may only cover a limited history of transactions. Due to the way this information is synced, we aren’t able to import additional transactions from outside systems (e.g. Quickbooks) or from older statements at this time, nor can transactions be manually added.

If accounting adjustments are needed to be made in situations where there isn't a transaction to categorize, a journal entry can be made to impact the necessary categories. 

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