Manual import of transactions - commercial
Download transaction history in BAI2, CSV, OFX, or other formats and import manually into your accounting software.
Here’s how to manually import transactions:
- In commercial online banking, select Accounts > Account details and choose a membership and account.
- Select Transactions and apply filters to narrow the date range or transaction type.
- Select the download icon and choose your preferred format: BAI2, PDF, Excel, Text, OFX, Quicken, CSV, or QuickBooks.
- Log 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 (Commercial)
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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