Solution Properties
Solution ID:
210225103321357
Last Modified Date:
Tue Jun 10 11:04:46 UTC 2025
Taxonomy Path:
Case category//How do I...//banking/reconciliation
Author:
[email protected]
Manually importing a Bank Statement
Description
Cause
Resolution

 

  1. Go to Banking then Transactions.
  2. Click Banking and select Bank or Credit Card from the drop-down.
  3. Click Import Bank Statements and choose the file type by Import File Type.
    • Ensure the Date Format matches the format you on your downloaded Bank Statement
  4. Click Browse and go to where you downloaded the statement.
  5. Select the file then Open and click Import.
Steps to duplicate
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