You can import bank statement data in two ways:

  1. Directly import from the company's bank statements folder within AutoEntry
  2. Upload a CSV file using one of two template formats provided

Using either of these methods, upon successful import of data, you will immediately be redirected to the Bank Statement screen for that bank account with the 'Unposted' tab open.

There you will find all your unposted transactions (including those just imported) waiting to be coded to the general ledger.

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