Lockbox

In this topic, we continue our discussion of editing bank accounts that began in Edit Bank Accounts.

If you are using the Lockbox import with this bank account, you can enter the import information on the Lockbox tab.

1. Click Edit to edit an existing import, or click New to add a new import.
2. Select the import file from the list.
3. In the Format Type pane, select the import format:
   1. XML
   2. CSV
4. Click Save to save your changes or click Cancel to abandon your changes.

See Also