{"id":8518,"date":"2024-03-25T11:14:40","date_gmt":"2024-03-25T09:14:40","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/importing-a-bank-statement-as-a-file\/"},"modified":"2024-03-25T11:14:40","modified_gmt":"2024-03-25T09:14:40","slug":"importing-a-bank-statement-as-a-file","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/importing-a-bank-statement-as-a-file\/","title":{"rendered":"Importing a Bank Statement as a File"},"content":{"rendered":"\n
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This guide explains how to import a bank statement into SimplBooks. <\/strong> <\/p>\n\n\n\n

Importing a bank statement speeds up your use of the software. Most payments and receipts will then be matched to invoices automatically, and you will not need to enter transactions manually.<\/p>\n\n\n\n

You can import a bank statement into SimplBooks in CSV or XML format. <\/strong>Check in your online bank whether those file formats are available for download.

NOTE! SimplBooks also supports bank connections, which you can try free for 3 months.<\/strong> You can activate bank connections instantly using your online banking credentials, after which transactions and your bank account balance will appear in SimplBooks automatically. You can also pay invoices directly from the software. See the guide on activating bank connections<\/a>.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n

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1. IMPORTING A BANK STATEMENT INTO SIMPLBOOKS<\/strong><\/h4>\n\n\n\n

Before importing a bank statement, you must download it to your computer from your company’s online bank. The file downloaded from your online bank must be in CSV or XML format.<\/strong><\/p>\n\n\n\n

Bank statements are imported via Actions > Receipts > Actions > Import Bank Transactions. <\/p>\n\n\n\n
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In the view that opens, select the bank statement<\/strong> file you saved to your computer earlier.<\/p>\n\n\n\n

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Once you have selected the bank statement file, you can also choose an import template<\/strong> you saved previously (saving a template is covered in section 2 of this guide), as well as the bank account<\/strong>.<\/p>\n\n\n\n