Forum Message

Linking Bank Account to Solar Account

Can you advise how I link our bank account to Solar account so I can import the transactions without having to manually type them in


Posted by Stephen North on Oct 18, 2022 9:24 PM BST

Hi Stephen,

Solar Accounts cannot directly link to your bank account, but you can avoid
manually typing in the transactions as follows:

  1. Log into your bank's website and download your transactions in .QIF or
    .OFX format

  2. In Solar Accounts click menu File > Import From > Bank Statement File

  3. Select the file and follow the prompts to create a transaction for each
    entry in the file


Posted by Solar Accounts Customer Support on Oct 19, 2022 10:57 AM BST