Here's how to manually import transactions:
- In commercial online banking, go to Accounts > Account details and select an account.
- Select Transactions and apply any filters to narrow the date range or transaction type.
- Select Export and choose your preferred format. Options are CSV, OFX, or BAI2.
- Sign in to your accounting software and navigate to the import section.
- Upload the downloaded file and follow the on-screen instructions to complete the import.
More on accounting software
Link to accounting software (Commercial)
Connect commercial online banking to platforms like QuickBooks or Xero. Get step-by-step instructions to link your accounts.
Troubleshooting accounting software
Fix connection issues between commercial online banking and your accounting software. Get step-by-step instructions to resolve common problems.
Print and export transactions (Commercial)
Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.
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