Importing Bank Statements

Bank Statements

To import a bank statement use the following steps

01

In the "accounting" menu, select "bank accounts"

START

02

03

Scroll to the account you'd like to import activity for

Select the "manage account" dropdown menu

04

05

Under "reconcile" select "import statement"

Drag and drop your statement file into the upload box

06

07

Select "next"

Review transactions to be imported for accuracy

08

Select "complete import"

FINISH