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Import Bank Statement data using a CSV file

How to import transactions for bank statement data in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over 3 weeks ago

When you add Bank Statement data, you can use the CSV spreadsheet import as one of the options.

  1. Click the Bank tab.

  2. Either click Bank Accounts or Bank Statements.

  3. Click Add Statement Data.

  4. Select the relevant Bank Account from the drop-down menu.

  5. Click Import data using a CSV file.

  6. Click Continue.

  7. Download one of the two CSV file templates provided.

    • CSV Template 1

    • CSV Template 2

  8. Fill in the template, making sure to follow the rules and tips given.

  9. Once complete, click - Choose file - to upload or drag into the box.

  10. Click Import.

If there are errors, you'll receive a prompt on what the errors are.
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Once imported, you’ll find all your unposted transactions (including those imported) waiting to be coded to the general ledger.
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