BankToBooks updates

Product notes and guides

Latest announcements, fixes, and practical guides for BankToBooks users.

Latest guide

Customer Upload Guide: Review Statements and Categorize Transactions to Produce Reports

A guide to working with customer statements.

August 1, 2026

7 min read

A guide for creating templates and using them.

July 2, 2026

5 min read

Guide

A short walkthrough for uploading bank statements in BankToBooks.

July 1, 2026

4 min read

Announcement

BankToBooks now has a dedicated place for product notes, improvements, fixes, and announcements.

June 19, 2026

1 min read