Solution Properties
Solution ID:
250710063410090
Last Modified Date:
Thu Jul 10 06:34:09 UTC 2025
Taxonomy Path:
Case category//I have a problem with...//import/export
Author:
[email protected]
Bank statement import - not all lines imported
Description

When you import a bank statement, if you receive errors on certain lines however the line references are incorrect.

We have found the below solution resolves this issue.

Cause
Resolution
  1. Go to Banking then Lists.
  2. Select List of Banks and Credit Cards and click the bank.
  3. Change the Default Payment Method and if Cash change to EFT.
  4. If EFT change to Cash then click Save.
Steps to duplicate
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