How to view transaction History

This feature is available only for those that subscribe monthly to our Accounting and Reporting services. 

If you are NOT a monthly subscriber and would like more information, please view: How to upgrade to add Accounting and Reporting features to my Autobooks account.


On the Accounting page click Accounts in the top navigation bar then click Transactions in the lower sub-menu to view a historical feed of transactions from your bank and connected accounts.

Transactions that are associated with invoicing, payment form, and bill pay (if offered by your banking institution) are automatically matched and recorded in your general ledger.

To learn how to categorize transactions, see the knowledge base article here.

 Note: The transaction list updates automatically overnight.