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Daily Workflow When Importing Banking Transactions

Overview: This article will walk you through the daily workflow steps in TrustBooks when importing banking transactions. 

Step 1. Create a Client: (need link on creating a client to replace how to create a client)

Create Client 

Step 2. Import Deposits

How to import Operating Bank Account Deposits

Step 3. Import Payments 

How to import Operating Bank Account Payments 

Last updated on March 6, 2023
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