NatMcM's avatar
Cover User
9 years ago

Bank transactions: Import statement - ability to import csv files

"replace qif with csv re importing bank transactions"


  • Status changed:

    Hi NatMcM


    Thank you for your idea in regards to MYOB Essentials and importing bank transactions.

    Currently MYOB Essentials does allows for QIF files to be import as bank transactions rather that CSV . However I would encourage other users that you would like to see CSV files being able to be imported to vote and comment if required for this idea..

  • Faithe's avatar
    Experienced Cover User

    I agree there needs to be more options rather than just QIF to import. 


    You need to think that some clients may send you the import in CSV/excel as we operate remotely and having access to their bank account details they may not feel comfortable with.


    CSV importing would be excellent and you provide a template on how the data should be presented so it imports correctly.



  • MaryannT's avatar
    Experienced User

    Please add CSV option in importing bank transaction

  • Don't replace it.  I use QIF all the time!



  • Given Accountants Office uses the .csv function to import transactions I would have expected the same functionality to be available in all MYOB products; indeed it is extrememy disappointing that this is not the case!