Forum Discussion

Colleen_Brew's avatar
Colleen_Brew
Contributing Cover User
6 years ago

Importing Bank Statements

Hi All

I would like to import bank statements via an OFX file from Suncorp.  Ive tried using the import function, but have no idea how to make it work.  Does anyone know the steps I should be taking.

Thanks in advance

Colleen

  • Hi Colleen_Brew

     

    You might like to check out this support note: Importing a bank statement

     

    Typically if you are trying to import a data-stream file like OFX, this type of data is typically the financial statement of the account and you can have AccountRight read it by using the Get Statement functions on either the Bank Register or Reconcile Accounts window.

     

    When you use Get Statement, it will read the file of it's transactions and allow you to add it as a Spend/Receive Money or Match it to an already entered transaction to the account.

     

    If you need something other than Spend/Receive money, just right click anywhere on the window after using Get Statement and it will let you choose: Enter Transaction:



    Let us know if you have any questions or if you run into any problems.

  • Haydes's avatar
    Haydes
    MYOB Product Team

    Hi Colleen_Brew

     

    You might like to check out this support note: Importing a bank statement

     

    Typically if you are trying to import a data-stream file like OFX, this type of data is typically the financial statement of the account and you can have AccountRight read it by using the Get Statement functions on either the Bank Register or Reconcile Accounts window.

     

    When you use Get Statement, it will read the file of it's transactions and allow you to add it as a Spend/Receive Money or Match it to an already entered transaction to the account.

     

    If you need something other than Spend/Receive money, just right click anywhere on the window after using Get Statement and it will let you choose: Enter Transaction:



    Let us know if you have any questions or if you run into any problems.

    • Colleen_Brew's avatar
      Colleen_Brew
      Contributing Cover User

      Thanks so much Hayden.  I have it working now.

      Colleen