video1.0<iframe src="https://www.loom.com/embed/6db391c509a34e79adb1a22429eaa069" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/6db391c509a34e79adb1a22429eaa069-528dc0e48e0a3817.gif609.797This Loom explains how to use the Bank Feeds integration to process synced banking transactions in 10x as payment records. In the Accounting General Banking area on the Transactions tab, users select a bank or credit card to load the last 90 days of transactions, then can exclude items or create journal entries by selecting a vendor or customer and a general ledger account. The Loom also shows how to match payments to specific vendor bills or customer AR invoices, including moving payment dates forward to avoid errors with older transactions. Finally, it covers the Rules section for automatically linking transactions based on description, such as matching Starbucks transactions to a specified vendor, with auto match used to refresh and enable required for the rules to apply.