Bank account imports

Question asked by Duncan Ross 2 years ago

We only want to import data from our bank account after a certain date 01/01/2020 is this possible and if so how do we do it please. Regards Duncan

1 Reply

Hi Duncan,

This is indeed possible. If using Yodlee you can select the start date during the linking process, if you are using CSV, simply export for that date range. I hope this helps.

All the best,


Reply to this question

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are