This article will show you how to import a bank statement from an excel or CSV sheet.
To import bank statement
Goto Accounting Tab, ans select Banking Sub Tab.
Click on the Manage button associated with the bank account you want to upload the statement for.
Here you see two different sub tabs. Tab 1: Statement and Tab 2: Transaction. We need to be in the Statement tab to import the statement .
Click on Import Statement Button
Select the statement file, the statement should in the following format.
|| Statement file
Map the fields as per the file.
Once mapped, click on next. Wait for a few seconds to import, and reload the page.