Get statement funtion in Bank

Hi DebM,

Thank you for your post.

It's great that you've discovered the "Get statement" function in bank reconciliation. To download statements from your bank in the required format, the process might vary based on the online banking platform.

Generally, banks offer downloadable statements in formats like CSV, OFX, QIF, or PDF. However, the ability to change the format often depends on the bank's online banking settings. Usually, you'll find this feature within the "Statements" or "Download Transactions" section of your online banking. If you can't locate the option to change the file format in your online banking interface, I'd recommend reaching out to your bank's customer support. They can guide you through the specific steps to download statements in the necessary format.

Here's our Help article, Import bank and credit card statements, that has detailed information to guide you through the process.

Please let me know how you get along and if you require any further assistance. I'm here to help.

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Cheers,

Princess