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Importing transactions
Connecting your merchant account(s) (Square or PayPal) to MoneyMinder
Connect Merchant Account(s) (Square or PayPal) to your MoneyMinder account. Click on the Banking icon in the toolbar. Then click Add...
Importing Bank Transactions from your Bank
See article titled Bank Integration for step-by-step instructions for linking your bank account(s) to MoneyMinder. Once you’ve linked your bank...
Importing Square or PayPal transactions into MoneyMinder
See the article titled Connecting your merchant account(s) (Square or PayPal) to MoneyMinder for step-by-step instructions for linking your merchant...
Having trouble with Bank Integration?
If you’re having trouble seeing transactions that you want to import from your bank try this: Click on the Banking...
Autofilling category during import
Would you like the Category to autofill during import? If so, please use the following parameters, depending upon the merchant...
Importing from Quickbooks Online
Here’s how to prepare your files for importing your historical data from Quickbooks Online to MoneyMinder: *$19/year import fee. 1...
Importing from Quickbooks Desktop Pro
Here’s how to prepare your files for importing your historical data from Quickbooks Online to MoneyMinder:*$19/year import fee. You will...
Handling bank imports with end of financial year transactions
How to handle bank imports with end-of-financial-year transactions There may be the occasion where a bank transaction is to be...
Importing Bank Transactions from a QFX, QBO, or OFX Bank File Export
Account Integration must be activated to use this feature. Please email [email protected] or call (866) 346-4300 to request activation. In...