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...
  • Haydes's avatar
    Haydes
    6 years ago

    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
6 years ago

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
    6 years ago

    Thanks so much Hayden.  I have it working now.

    Colleen

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