Hi
Is it possible to get a template whereby we can import bank transactions but with the accounts it needs to be allocated to?
Hello @Kevinfreese10 and welcome to the forum,
As far as bank import procedure, it doesn’t work directly with Account field, however, you can include the account in the description and create bank rules to catch the accounts from the description.
See these guides for more detail
The alternative is to use Batch Create in both Receipts and Payments tabs. But this could potentially be harder or easier for you depending on your situation.
See this guide for more detail: