If you have historical or many transactions, you can upload them from a bank statement.

 NOTE: If you'll be using bank feeds, we recommend that you import bank statements first.  

Download your bank statement

1. Log in to your online banking service and download your bank statement.
2. Download the file as one of the following types: BAI2, CAMT053, OFX, ASO, QIF, CSV, XLS (X).
   • You can identify these files by one of the following extensions: BAI, XML, TXT, OFX, ASO, QBO, QFX, QIF, CSV, XLS, XLSX

Format and upload the file

1. Go to Banking and select the account you want to import transactions to.
2. To the right of the Connect to bank button, select the drop-down arrow and Import statement.
3. Click Open file import guide for help with setting up your file or to download example files.
    NOTE: If you're importing CSV, XLS, or XLSX, it needs to contain certain headers. 
4. Once you’ve formatted your file, click Select a file from your device.
5. Find the bank statement on your computer, and Open.
   • Alternatively, you can drag and drop the file
6. Select the date format used in your file.
7. Add a comment to help you identify the import later.
8. Click Upload file.

Verify and review your transactions

1. The window will display one of your transactions. Confirm whether the transaction is money coming into or going out of the account.
2. The program will apply the money in and money out rules to the rest of your transactions.
3. Check for errors and if you find any, go back to the Verify window, and make changes.
4. Select Import transactions to go back to the Banking screen.
5. Your banking tile will display the transactions once you import them.