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Downloading and Importing Bank Statements
Downloading and Importing Bank Statements

How to download your bank statement data after it has been extracted.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

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

  1. Click the Download button located on the Inbox or the statement view page.

  2. 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.

  3. You will also have the option to select a Date Range of statements to be downloaded.

  4. Click Download, and the file will automatically download to your PC.

  5. To import this into your accountancy package, simply use the import tool there and select the saved file from your PC.


After downloading for your accounting software, refrain from opening the file before importing it, as the mapping is software-specific and opening in other programs may lead to formatting changes that cause import issues. If you face an issue while importing due to this, you can re-download the file from AutoEntry and attempt the import again. If you are still receiving errors after this, please contact your accounting software's Support team.

Related guides

Xero, Sage 50 and SBCA (Sage Accounting) users can click one of the corresponding articles below for specific steps on exporting Bank Statement data:

Last edited:

Jul 25, 2023, 1:13 PM

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