Accounting customers can now manually import bank or credit card transactions by exporting a file from their financial institution and uploading it into Patriot Software. This update gives you more control and flexibility in how you manage your books, especially if your bank isn’t available for automatic imports.
This new manual import option complements our automatic bank connection feature. Whether you’re catching up on past transactions or prefer uploading them yourself, we’ve made it easy.
For more details, see Manually Importing Your Bank Transactions.