Import OFX Statements
Before
you start
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Download your bank statement from your bank's Web site.
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Make sure you have the following Bank Services security rights:
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Import Bank Services Data
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Reconcile Bank Statements
To import OFX statements:
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Open Bank Services > Bank Transactions > Import OFX Statements.
Or
In the Reconcile Statements form, click File > Import > Downloaded Bank Statements, then click OK.
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Enter the bank code in the From/To Bank Code fields.
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Click the Browse button to select your downloaded file. (The filename and path appear in the Downloaded Bank Statement File field.)
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Click Import.
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Click Close twice to return to the company desktop.