Accounting & banking · 8 min read

Connect bank accounts and import statements

Bring bank activity into review without treating imports as final bookkeeping.

Open this screen in SwapTrak

Start with account setup

Open Accounting → Banking → Accounts. Configure eligible financial accounts and verify the correct business and currency.

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Step-by-step instructions and advanced workflows are available after secure Google sign-in.

Open this article in SwapTrak Help Center to continue with Google.