Accountsync
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Accountsync Yesterday was the first day our initial club deposits arrived at Ameritrade. Our accountsync is set up so I assumed this morning there would be some deposit activity for me to account for but here was nothing. What am I doing wrong? Do I manually enter them? Why weren't the deposits picked up by Accountsync? Kelly Family Trust wrote: > Yesterday was the first day our initial club deposits > arrived at Ameritrade. Our accountsync is set up so I > assumed this morning there would be some deposit activity > for me to account for but here was nothing. What am I doing > wrong? Do I manually enter them? Why weren't the deposits > picked up by Accountsync? Never mind- had to check my email- thanks. Kelly Family Trust writes: > Yesterday was the first day our initial club deposits > arrived at Ameritrade. Our accountsync is set up so I > assumed this morning there would be some deposit activity > for me to account for but here was nothing. What am I doing > wrong? Do I manually enter them? Why weren't the deposits > picked up by Accountsync? They were, and I see you have identified your first payments correctly. Congratulations! There's still one unidentified credit you need to take care of. Please visit Accounting > Accounts > Ameritrade. The hardest thing we have to teach new One Minute Treasurers is to wait. Your message was mailed at 6a MDT. Our servers were busily importing AccountSync at this time. We can't start the imports any earlier, because we have found that brokers books are not "closed" by then. They will report errant and incomplete transactions to bivio if run AccountSync any earlier. You'll get an email when AccountSync imports transactions. The email describes all the transactions in detail, plus contains a link to the page where you may need to identify transactions. Please wait for this email. Sometimes, for various reasons, we cannot import the prior day's transactions. This is normal, too. Just wait a day or so, and your accounting will be up to date. Cheers, Rob |
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