Manual upload to Reckon One

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Inthi
Inthi Member Posts: 4
edited February 2020 in Reckon One
Hi Could an Excel .csv file be imported into Reckon One? Its says imported but I cant see any transactions

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  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
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    Hi Inthi,

    If the CSV file is a bank statement that you have downloaded from your bank, then yes this can be imported.  But it would probably be better to download your bank statement as a QIF file instead.  I have had more success with QIF than with CSV format in general.  You will probably have better luck with QIF also.  Give it a try and let me know how you go.

    Regards,
    Shane.