Import an Online Statement
To download and import online statements:
- If you are working:
- In the Home window, from the File menu, choose Import/Export, and then Import Online Statements.
- In the Account Reconciliation window, select the account you want to reconcile. Then, choose Import Online Statements
from the toolbar or Reconciliation menu. - Back up your data.
- Follow the instructions in the Import Online Statements wizard.
- From the File menu, click Print to print the report. Keep it in a safe place.
- In the Account Reconciliation window, clear any transactions that should have been cleared but were not matched — for example, because there was an error in a source number.
When download finishes, the wizard displays a Matched Transactions report summarizing newly downloaded transactions and indicating their reconciliation status.
You should rename the downloaded file using Windows Explorer after you finish downloading a statement. Unless you rename it, the downloaded file will be overwritten by the next downloaded statement.