About Downloading Bank Statements
Bank Reconcile OFX Statements Screen
Make sure you have the following Bank Services security rights:
To import OFX statements:
Do one of the following:
The filename and path appear in the Downloaded Bank Statement File field.
Reconcile the imported transactions using the Reconcile OFX Statements screen. For more information, see Reconciling OFX Statements.
Last published: 4/8/2016