Import CSV

Import a CSV Statement

Step 1: Open the Import page

1. In the left menu, go to Sales → Bank Reconciliation → Import.

Step 2: Select the bank account and CSV file

1. Choose the Bank Account you want to import into.

2. Click Choose File and select the CSV statement file.

If you are importing a statement again and it includes transactions that were already imported before, those duplicate rows will be skipped automatically.

Step 3: Start the import

1. Click Start Import.
   

Once the import finishes, you will see a summary showing:

• how many transactions were imported

• how many were skipped

Step 4: Reconcile transactions

1. Go to the Transactions tab to start reconciling your  Income and Expense transactions.