HOw do I link my bank accounts to Moneyworks?

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ainsleybr
Posts: 1
Joined: 11 Sep 2011 17:48
Product: Express
Region: Canada

HOw do I link my bank accounts to Moneyworks?

Post by ainsleybr » 11 Sep 2011 17:52

Hello, Just became a Moneyworks Express user. I am trying to find out if I can link my bank account directly to Moneyworks? How does one go about doing that?

charleshorse
Posts: 191
Joined: 21 Feb 2008 18:59
Product: Datacentre
Region: New Zealand
Location: Auckland

Re: HOw do I link my bank accounts to Moneyworks?

Post by charleshorse » 12 Sep 2011 09:52

Just download your bank statement in quickbooks or ms money format and use the Load Bank Statement command.

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nasupport
Posts: 52
Joined: 06 Sep 2011 05:24
Product: Gold
Region: Canada
Location: Mississauga, Ontario
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Re: HOw do I link my bank accounts to Moneyworks?

Post by nasupport » 13 Sep 2011 21:31

You can download your Bank Statements in QB, MS Money, or Simply formats. However Simply & QB have recently changed their text format extensions at the Canadian banks, change the extension on the text file when it is downloaded on your desktop to .ofx. Then choose it from the Load Statement button.

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