Importing Transactions is Now Available on Premium Account Plans

We are thrilled to announce the release of the 2nd part of our online banking integration: importing transactions from banks and credit card providers.

With WorkingPoint’s banking integration you can easily and securely connect your WorkingPoint bank and credit card accounts to over 4,800 financial institutions so you can view current financial institution account balances in WorkingPoint and import your bank and credit card transactions into your WorkingPoint account activity.

By creating a simple connection between your financial institution accounts and your bookkeeping accounts where you track your business activity in WorkingPoint, you gain real-time insight into your actual cash and credit card liabilities all from where you manage your business: WorkingPoint.

After your secure connection is established, you’ll be able to import your bank and credit card transactions directly into your WorkingPoint account activity. Importing transactions saves you data entry time allowing you to import the transactions instead of manually entering everything.

We’re so excited to hear what you, our loyal subscribers, think about this new feature that we’re offering a month of premium service to one lucky user who leaves a comment on this blog post.

Try it out today and let us know what you think!