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Syncing Bank Transactions

Article #: 1079

To sync your bank transactions in Station Boss, please follow the steps below:

  1. Go to the Bank Transactions module in the menu.
  2. Click the red "Import Transactions" button located at the top right of the screen.
  3. Select the bank account you wish to sync from the list.

It's important to note the following:

  • Transactions can only be imported from a bank within the range of 90 to 180 days, depending on the bank's policy.
  • Syncing bank transactions will also update the balance of your selected bank account.
  • Before syncing, ensure that your bank account is already linked to Station Boss.

To learn how to link Station Boss with your bank account, please click here.