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...

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