Forum Message

Bank imports via csv

I've been using an online accounts software (Xero) for a year or so now but am increasingly concerned about the inability to create backups and restore information if required. As a result of this I am coming back to Solar (hurrah!). However, one of the features I really loved about Xero is the ability to import bank statements. I know this is in beta for Solar Online, but does anyone have any experience of importing transactions via csv? Is there a template anywhere? I've gone through the instructions but can't seem to make the import work. Any help appreciated!


Posted by Carolyn Mitchell on Apr 7, 2017 10:32 PM BST

Hi Carolyn,

Welcome back!

The existing CSV import feature isn't designed to import bank statements. The file format is quite complicated so you will most likely have difficulty converting from your bank's statement file to the CSV format required by Solar Accounts. I recommend you wait until we release the bank import feature into Solar Accounts Online.

Regards,


Posted by Mark McLaren (Solar Accounts) on Apr 10, 2017 9:26 AM BST