Bank Statement Import

Show expandable text

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Bank Statement Import command enables you to import an electronic copy of the bank statement in order to more easily and quickly complete the bank reconciliation.

Use the Bank Statement Import dialog to import a bank statement, view and print the statement, and more easily clear transactions, identify and adjust data entry errors, and create adjustments to successfully reconcile your impound account.

Most banks have several file formats available to download. CSA currently supports XML, OFX, QIF, and OFC formats. The QIF format is most commonly used by Quicken and QuickBooks, while both OFX and OFC formats are used by Microsoft Money.

Return to Impound Bank Reconciliation Overview (diagram)

Related topic: Impound Bank Reconciliation > Bank Statement Import

Was this article helpful?

Thank you for the feedback!