DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Importing electronic bank statements


#1

I am not that computer savvy with files and such. So how do I import electronic bank statements?


#2

First, you need to obtain electronic bank statement file from your internet banking site.

Once you have this file, importing is easy:

1.) Go to Bank Accounts tab.
2.) Click on bank account you want to import bank statement into
3.) Click Import Bank Statement button