Open Forum

  • 1.  Banking integration setup

    Posted 17 days ago
    Hello all,

    We've been actively trying to get our banking from Bank of America(BoA) to download into NAV 2018 since April and our partner has not been able to successfully complete this. At this time all bank reconciliations are being done manually by our accountant.

    We did find the video nav viking and tried to follow along, however the options available on Yodel do not include BoA. Download options from BoA include quickbooks, which we don't use and comma delimited, tab delimited, Pipe delimited, space delimited.

    Has anyone had success linking NAV to BoA?

    Caity Ross
    Prominate, Inc.

If you've found this thread useful, dive deeper into User Group community content by role