Forum Message

Bank Account Import

I have plenty of work to do at the best of times, but importing all the records from my company account would be one hell of a mare, however I am able to export these records online as a .csv file for use in excel, is it possible to import this data into Solar accounts, if not, is this something you would please consider as quite often importing such information is very valuable.


Posted by Jim Franklin on May 20, 2012 12:50 PM BST

Hi Jim,

Sorry no, Solar Accounts cannot import CSV files which you download from your bank's website - you'll need to manually enter these transactions.

We've noted this as a feature request but we cannot make promises about future development.

Regards


Posted by Mark McLaren (Solar Accounts) on May 20, 2012 2:55 PM BST