Import Excel/csv bank statements

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Import Excel/csv bank statements

Hi

 

Can I import Excel/csv bank statements? Or do they have to be QIF?

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MYOB Moderator
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MYOB Moderator
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MYOB Moderator

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Re: Import Excel/csv bank statements

Hi @AzziABC 

 

MYOB Essentials will only allow for the QIF or OFX file to be imported.  If you do have your data in a different format you would be looking at either re-downloading the file data into an appropriate format OR manipulating the current data into that style of format:

 

Typically a QIF file would be formatted as the following:

 

!Type:Bank
D12/11/19
T725.00
PTransaction one is a deposit
^

D12/11/19
T-725.00
PTransaction two is a withdrawal
^

Kind regards,
Steven

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