1) Click on Bank Accounts at the top of the screen.
2) Click on Import PDF
3) Select the PDF document you wish to upload
4) Click Upload File
* Please not there is a wait time of 60 minutes on average for the bank statements to be processed. You will receive a notification in LimeBooks once the transactions are ready to process*
* If the upload is unsuccesful please check your document does not include blank or information pages*
1) Click on Bank Accounts at the top of the screen 2) Click on Import CSV on the bank account you wish to import transactions into. 3) Select the bank the CSV has been downloaded from 4) Select the CSV File 5) Click on Upload and process CSV File * ...
The first time you import your trial balance into Taxcalc you will need to import the LimeBooks Map into your taxcalc software. Attached is the default map you need to import along with a step by step guide. If you have any issues please contact us ...
1) Click on Business Details 2) On the right hand side you will see a heading Business Customers To add a customer individually click Add New Customer To edit a customer click View/Edit Customers To import a customer list click Import Customers. (You ...
1) Click on Bank Accounts 2) Click on Reconcile for the bank account you wish to reconcile 3) Enter the date the bank statement goes up to 4) Enter your statement balance. This should be the balance per the bank statement 5) Tick each transaction ...
We'd love to help you learn more about LimeBooks and how it might fit specifically into your business. Our most effective method of showing how LimeBooks works and how it suits you is by providing you with a one-to-one demonstration, we'll cover the ...