Question 1

How do I use sync bank and credit card accounts in fiscal50?

Accepted Answer

Connect accounts through Plaid, map each connection to a fiscal50 bank or card, reconnect a connection or switch it to manual upload.

Question 2

How do I use upload transactions manually in fiscal50?

Accepted Answer

Import bank or card transactions from Excel or CSV for accounts that are not connected.

Question 3

How do I use pending transactions and AI recommendations in fiscal50?

Accepted Answer

Review suggested categories, accounts, contacts and matches for each deposit and withdrawal, read the explanation behind each one and accept individually or in bulk.

Question 4

How do I use recorded to fiscal50 in fiscal50?

Accepted Answer

Review posted transactions, edit type, category, split or date, reclassify in bulk with Editable Mode, view the journal entry, attach files or send an entry back to pending.

Question 5

How do I use modify and delete transactions in fiscal50?

Accepted Answer

Change or remove a recorded transaction, or remove a transaction from the bank feed entirely.

Question 6

How do I use credit card expenses and refunds in fiscal50?

Accepted Answer

Book card expenses and refunds, and let card payments from your bank be recorded automatically.

Question 7

How do I use bank reconciliation in fiscal50?

Accepted Answer

Use the reconciliation hub, run auto-reconciliation, set card statement cycles and reconciliation start dates, and read the period reports.

Question 8

How do I use bank register in fiscal50?

Accepted Answer

See every transaction affecting a bank account in register order with running balances.

Banks to Books guides

Sync bank and credit card accounts

Upload transactions manually

Pending transactions and AI recommendations

Recorded to fiscal50

Modify and delete transactions

Credit card expenses and refunds

Bank reconciliation

Bank register

Try it in your own books.