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Acumatica allows for one “ cash account” data pull

  • July 5, 2023
  • 1 reply
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Freshman I

Acumatica allows for one “ cash account” data pull, much like quickbooks does.  We want it to pull in the Amex info daily for processing. Where can I set this up?

Best answer by Laura03

Hello,

Are you referring to Bank Feeds? Here are two informative Acumatica post about Bank Feeds. Begin with enabling the feature.


Laura

    1 reply

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • Answer
    • July 5, 2023

    Hello,

    Are you referring to Bank Feeds? Here are two informative Acumatica post about Bank Feeds. Begin with enabling the feature.


    Laura

    ~ Laura Barber, WM Synergy
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