Import a Bank Statement

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Import a Bank Statement

I am having trouble importing bank transactions prior to bank feed commencing.

i am following the step by step method as set down but unfortunately it is not working

Help please

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Ultimate Partner
2,640 Posts
Ultimate Partner
New Zealand
Ultimate Partner

2,640Posts

1,124Kudos

331Solutions

Re: Import a Bank Statement

Hi @KSMAviaries 

Are you using a .qif format? - are you using dd/mm/yy format for date?

I have normally found this to be fine - however a couple of times I've had to edit the qif format for the date to yyyy (ie 2020)

 

Regards,
Jennie Kingma
JK Business Systems Ltd, Hamilton, NZ
Email: jennie@jkbusiness.co.nz

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