CSV Bank Statement Importing

JasonA
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Australia
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CSV Bank Statement Importing

Hi I know how to import QIF files from bank accounts.  What I would like to do is create a simple CSV file to import transactions I create in a clearing account lets say Petty cash for example.

The process of importing spend money is also tricky.  Using xero I can create a spreadsheet (CSV) with date amount and description and import like a bank file.  The rules setup will then do the coding.

Can we please have something similiar.

5 REPLIES 5
Steven_M
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Re: CSV Bank Statement Importing

Hi @JasonA 

 

MYOB Essentials will only allow for the user to import a QIF or OFX file for the import statement process. These types of files are the common file extensions for bank statement files.

 

To my knowledge, the ability to expand out the Import Statement function to allow different file types is not something that we are actively considering for the immediate future. 

Kind regards,
Steven

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kriswhit
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Re: CSV Bank Statement Importing

Too bad if your client is technologically challenged and can't work out how to export a QIF/OFX file correctly, and they live hours away from our office so can't come in for us to export them from their internet banking. Now we have to manually add hundreds of transactions - what a time waster!

It's a shame MYOB can't help out with simple templates to allow for all types of clients. Other software providers can provide this...

Steven_M
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Re: CSV Bank Statement Importing

Hi @kriswhit 

 

It should be noted that there are third-party conversion tools that can convert CSV files into a QIF format.

 

Alternatively, a QIF file contains the following format so using a CSV file you could manipulate the data until the required format to be saved as QIF.

 

!Type:Bank
D06/11/2020
T-100.00
PPayment

^

D06/11/2020
T100.00
PDeposit
^

Kind regards,
Steven

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QuickDelivery12
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Re: CSV Bank Statement Importing

I have the same issue. Am I able to upload a file here for troubleshooting.

Steven_M
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Re: CSV Bank Statement Importing

Hi @QuickDelivery12 

 

If you are having trouble uploading a bank file to MYOB Essentials I would make sure that the file is a QIF and that you have selected the appropriate date format for the data that is being imported.

Should you be encountering an error with that process additional information, such as what the exact wording of the message and when you are encountering that message, would be required for further investigation.

Kind regards,
Steven

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