I would like to import Bank Transfer transactions from one Checkbook ID to Many

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Posted on by Community Member Microsoft Employee

Hi We have over 200 CheckbookID's monthly we transfer funds from the Main bank account to over 150 trust accounts each month I see in Checkbook management that you can enter one to many transaction. I only need to do this for US currency and intercompany would be nice but not required. How can I import this transaction or transactions. IM does not work with bank transfer. Is there a third party?

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soma 24,410 on at

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RE: I would like to import Bank Transfer transactions from one Checkbook ID to Many

Macro is a good choice for importing Bank Transfer entries.

To create a macro file from word mail merge, follow below link.

community.dynamics.com/.../how-to-use-word-mail-merge-and-macros-to-import-data.aspx

Hope this helps!!!
L Vail 65,271 on at

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RE: I would like to import Bank Transfer transactions from one Checkbook ID to Many

Hi,

Have you considered using the Mail-merge macro technique? This kind of thing would be relatively easy to set up for bank transfers.

Kind regards,

Leslie