Knowledge

To display bank account transactions taken from the bank. To get the data in this screen you can either get the transaction from the bank (by click Import new bank transactions button at Setup Your Bank Account)  or import the transaction ( by click Import excel at Posted Bank Transactions)

- First you have to choose a bank account. Data will be obtained based on that bank account.

Import transaction

• Step 1. Click Import excel button
  
  
• Step 2. To ensure successful import (correct format, full columns) you should download the template file by clicking Download the template  button.
  
  
• Step 3. Enter the data you need to import into the downloaded file and save it.
• Step 4. Select  the Bank account-> Click the Choose File button under Select the excel file and choose a file  -> click on the Import button 
  
  
• In case the import fails, the Error file download  button will be displayed. To see the import error, click Error file download to download the file and see the error.