Import bank statement

Import transactions from your bank using our bank statement import feature. This option is useful when:

• When your bank doesn't have a bank feed
• If your bank feed isn't working
• If you have historical transactions not included in your bank feed

Before you begin

Take note of these important points:

• You can't import foreign currency bank statements
• You can't import transactions from before your Accounts Start Date
• You can view a list of supported file formats for bank statement imports

Import your statement

For your first time importing your bank statement, see the steps below:

1. From Banking, locate the bank account you want to import transactions to.
2. Select Actions and then Import statement.
3. Browse to or drag and drop the file you're uploading, then select Review transactions. 
4. Select the date format used in your file so we can process it correctly, then choose Continue.
5. You can now Review transactions to check any errors.  
6. Select Confirm import to finalise.

After importing a statement for the first time, Accounting retains the options you selected for your next import. You'll get the option to change your Import settings and Import without review to speed up the process. 

For support processing your imported statement, read our Processing bank feeds article.

 TIP: Once you've uploaded your statement, you can also apply bank rules to transactions to automate the process, saving you time. Read What are bank rules to find out more. 

• Common import errors
• Error: 'File not imported' when importing a bank statement