bank statements not importing

Problem reported by Kidsactiv8 9 years ago

I just imported one months bank statement, which was fine, reconciled it. Now whenever I import a file it's reading as 0 transcations? The information is on the spreadsheets but not importing in.

Thanks :-)

2 Replies

Hi

I would suggest you go to Tools>Import from the dashboard and then on the bottom of the page there is an option to clear the mappings.

https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2368368/6PbcHW4FmC5LskG/upload.png

Once you clear the mappings then the system should force you to map each column which should then hopefully help you import.

All you need is Date / Description/ Amount or Money in and Money out columns on your csv file to import.

If you still have a problem please make use of the guide below which has a video taking you step by step which is very helpful and clear.

https://www.clearbooks.co.uk/support/guides/video/how-to-import-a-bank-statement/

Best regards

Latha

Thank you so much I thought it was the mappings - but now you've told me where to go thats great! Thank you again :-)

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