We are excited to announce the release of Bank Sync.
Long story short: Bank Sync enables you to connect and sync transactions from your church bank account to ChurchTrac.
Keep reading to learn more about it...
Bank Sync enables you to connect your church bank account(s) to an account in ChurchTrac. Once connected, you can sync transactions from your bank to a specific account in ChurchTrac.
Along with the ability to sync your accounts to ChurchTrac, we've also added the ability to create import rules (also known as banking rules). After all, what good would a feature like this be if you couldn't automate things and save time?
Just an FYI, these banking import rules work for regular bank imports too. Can I get an AMEN?
Bank Sync eliminates the need to add transactions manually or import your monthly bank statements. Use Bank Sync to add transactions from multiple account types such as...
To use BankSync, select the "Link Accounts" button in the Accounting screen. Here you have the option to select the account(s) you wish to add.
*Churches on an older plan will need to upgrade their ChurchTrac subscription to the newest Plus plan to have access the Bank Sync (and dozens of other features they've been missing out on).
BankSync is only available on ChurchTrac Plus. Upgrade to ChurchTrac Plus to enjoy all of our amazing Church Accounting Software features that give you the ability to...
ChurchTrac Plus isn't just about accounting. It also includes worship planning and volunteer scheduling. You can upgrade today within the application.