Step 1. Download your transaction list
Visit your online banking website to download a transaction list for your bank account. We recommend you choose the QIF file format.
Please ask your bank if you need help with downloading your transaction file.
NOTE: If you bank with ANZ, ASB, Rabobank or Westpac you can sign up for our direct feeds, Click here to find out more
Step 2. Import your transactions into Cash Manager Focus
In the Actuals - Needs Action screen
- Click the file upload button
- Select bank transaction file
The following screen will prompt you to:
- Select the bank account the transaction list relates to, then,
- Browse your device for the saved QIF file
After you import the transaction file, your transactions will be added to the Actuals - Needs Action screen, ready to code.