I am attempting to import data from XERO.
- Create transaction report from XERO (csv), Convert CSV file TO OFX format.
- IMPORT IOFX file into appropriate account.
Unfortunately, the transactions are not importing correctly and I am forced to delete each one and redo.
- all transfers do not import as transfer
- Debits are importing as RECEIVED
- Credits are importing as SPENT
I use a CSV to OFX conversion program but wondering if it is the right one. Please assist. Been spending countless hours trying to do this and at wits end.