Automatic Bank Import Improvements

Manage imported transactions in Patriot Software: screenshot showing how to filter transactions by month and save your progress.

Accounting customers who automatically connect their bank accounts or credit card accounts and import transactions into Patriot will see some enhancements to this process:

  • You can now save your progress as you review your imported transactions and come back later and finish.
  • There is a new filter by month for large amounts of transactions.
  • The page style has been updated to use smaller “accept” and “dismiss” buttons, same as the manual import page.

Accounting Premium customers can now connect up to ten different financial institutions to automatically import transactions.  Accounting Basic customers can continue to connect up to four financial institutions, with unlimited bank accounts among those institutions.

For more details, see the following help articles:
Connecting Your Bank Accounts for Journal Entries
Manage Pending Bank Transactions

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