Once you have set up and connected your Bank account for automated expense tracking your bank transactions are imported into AND CO automatically ready for you to file and categorize them.
Please note this option is only available to US and Canadian Users. You can set up your location/country via the settings tab (top right) > business info
See more here on how you can connect your bank account with AND CO!
How Often Are Transactions Imported From My Connected Bank Account?
We use a 3rd party bank connections platform called Plaid for connecting US & Canadian Bank accounts with AND CO so you can track your income and expenses automatically.
Every bank is different and there isn't exactly a predetermined interval for when transactions are imported in. It all depends on how often the bank sends data to the connection platform.
Typically, it ranges anywhere between 1-3 days. The transactions will always have the correct date stamp on them for filing purposes.
Manually Select To Import Transactions
You can also select to manually import transactions via the income and expenses tab
select the > New Expense drop down located to the top left and then select the automate expense tracking tab
Alternatively you can select the settings tab top right > integrations > expense tracking
Once you have selected expense tracking you will see your connected bank accounts.
To manually import transactions for these connected accounts > Select > import transactions top right
This will import transactions in based on your selection of days, however please keep in mind you may see duplicates transactions when importing manually.
If you have any trouble connecting your bank or do not see your transactions on My Desk after a few days, please feel free to hit us up on the Support chat and we'll be more than happy to look into it!
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌