Manually importing a bank statement
Description

You to import your bank and credit card statements into Sage Accounting. 

When you download the statements from your internet banking, make sure they’re downloaded as either OFX or CSV.

Cause
Resolution

 

  1. Go to Banking then Transactions.
  2. Click Banking and select the bank account.
  3. Click Import Bank Statements.
  4. Select the file format.
  5. Ensure the date format matches the format you used when downloading the statement.
  6. Click Browse and go to where you downloaded the statement.
  7. Select the file and click Open.
  8. Click Import.
Steps to duplicate
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