Importing OFX Statements

To import OFX statements:

  1. Do one of the following:

    • Open Banking and Tax > Bank Transactions > Import OFX Statements.
    • From the Options menu of the Bank Reconcile Statements screen, select Import.
  2. In the From/To Bank Code fields, enter the bank code.
  3. Click the Browse button to select your downloaded file.

    The filename and path appear in the Downloaded Bank Statement File field.

  4. Click Import.