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Videos & Help Manuals

Videos

ACH Universal

Bank Positive Pay

BankRec

     
Getting Started (7m 31s) Overview (7m 2s) Overview (10m 24s)
Working with Profiles (4m 36s) Getting Started (10m 24s) Getting Started (10m 15s)
QuickBooks Integration (12m 14s) QuickBooks Integration (4m 54s) Quickbooks Integration (6m 6s)
QuickBooks with Direct Deposit (7m 29)    
 

Help Manuals

ACH Universal

Bank Positive Pay

BankRec

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Legacy help files - All products:
Treasury Software Knowledge Base
Advanced Topics - Integration and CTX


Top 5 FAQ's

My database is corrupt - how do I restore a database?
How do I enter my Bank Express Code for Positive Pay?
Can I share the Data File on our network?

I've downloaded the software, but can't install it (invalid password).
I need to register a dll on Vista or Windows 7

Select FAQ Answers

I need to install the software on the server, but access it from a workstation. How do I do this?
For the answer, http://www.treasurysoftware.com/support2-Install-on-server-run-from-workstation.html

Can I put the data file (.BRD) on a network drive so multiple users can share and access the data?
Answer: No. The desktop version of the software is not designed for multi-user access or storage of the data file in any directory not on the local machine.

The desktop data file (BRD) will become inaccessible if placed on a network drive.

If you require multi-user access to the information, please visit the product pages for the following platforms:
--SQL Server Express
--SQL Server
--Citrix/Enterprise

I downloaded the software, but can't install it (invalid password).
Answer: The password to unlock the file is emailed to you upon completing the download request page.
Please check your email inbox for a message with:
Subject Line: Treasury Software Password

Please note: The unlock code is not the same as your license ID. The unlock code typically consists of word/letters, whereas your license ID is typically your phone number.

I have arranged a GoTo Meeting to assist with my SQL Server installation/migration. Is there a check list?
Yes, please visit http://www.treasurysoftware.com/support2-GoTo-Meeting-Prep-SQL.html

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