Import Bank Transactions, Options
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Importing Bank Transactions, Options Page

Enter the File Name of the Transactions file to Import

File Name

  1. Click File Browse to locate the bank transaction file you are importing, or type the folder and filename of the file to import.

Batch Id

  1. Assign a Batch Id. The Batch Id is important when editing the imported batch, as you will need to select the right batch. Click Refresh to automatically generate a Batch Id.

Notes

Enter Notes to this Bank batch.