Importing bank statements

Problem reported by Tony Blake 6 years ago

One of my clients has an automatic inter-account transfer arrangement with their bank. For some strange reason that sometimes produces zero transactions. However, when uploading a csv file which contains a zero transaction Clearbooks seems to find it necessary to enter an amount. This creates a false entry and a discrepancy between Clearbooks and the bank statement, which is difficult to track down when it later becomes apparent.

Why does Clearbooks behave this way? Can it not accept a zero transaction amount?

1 Reply

Hi Tony,

Unfortunately, we do not support zero transactions. I would advise simply deleting those lines as they have no impact on the statement at all.

All the best,

Mohamed.

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