This article will go through the steps required to download your bank statement data as a CSV or Excel file. For accountancy packages not listed with a specific format, if there is an import function in your package, most will accept a .csv or Excel file of the data.
How to download and import extracted bank statement data
Click the Download button located on the Inbox or the statement view page.
A menu will open, prompting you to select the File Type. There are specific formats for some integrations, but generally, a CSV file should suffice for most imports.
You will also have the option to select a Date Range of statements to be downloaded.
Click Download, and the file will automatically download to your PC.
To import this into your accountancy package, simply use the import tool there and select the saved file from your PC.
Jul 25, 2023, 1:13 PM