Related Topic for the Transfer Plaid Bank Transactions Screen Use this section to learn about importing Plaid bank transactions into Costpoint. Related Topics:Import Plaid Bank Transactions After you have set up the integration between Plaid-supported banks and Costpoint, and linked Plaid bank accounts to Costpoint company bank accounts, use the Transfer Plaid Bank Transactions screen to import Plaid bank transactions into Costpoint and/or automatically insert imported transactions into the bank statement tables for reconciliation. Parent Topic: Transfer Plaid Bank Transactions HomeAccountingCash ManagementCash Management InterfacesTransfer Plaid Bank TransactionsRelated Topic for the Transfer Plaid Bank Transactions Screen
Related Topic for the Transfer Plaid Bank Transactions Screen Use this section to learn about importing Plaid bank transactions into Costpoint. Related Topics:Import Plaid Bank Transactions After you have set up the integration between Plaid-supported banks and Costpoint, and linked Plaid bank accounts to Costpoint company bank accounts, use the Transfer Plaid Bank Transactions screen to import Plaid bank transactions into Costpoint and/or automatically insert imported transactions into the bank statement tables for reconciliation. Parent Topic: Transfer Plaid Bank Transactions HomeAccountingCash ManagementCash Management InterfacesTransfer Plaid Bank TransactionsRelated Topic for the Transfer Plaid Bank Transactions Screen