Getting data from you bank into Saasu involves exporting your bank statement to a file from your online banking service and then importing this file into Saasu online accounting. Most online banking sites offer an ‘export’ or ‘download’ data feature in CSV format. At present Saasu supports many CSV bank formats.
Importing Data from your Bank
- Sign in to your online banking site in your usual way and find the export or download data feature.
- Follow the instructions they provide you to export the data for the date range (or statement number) you require into a file making sure you use the CSV format in most cases.
- Save the file on your desktop or in another suitable location as you will use this file to import into Saasu.
- From the Main Menu choose View > Import or Export > Import Bank Data.
- Select the bank account you want to import into from the first drop down list
- Select the bank for this import from the second drop down list
- Select the format of the file you want to import from the third drop down list
- Select the file you want to import on your computer by clicking the Browse button and following the prompts
- Click the Import button
- The data will now have been imported into Saasu as Draft transactions.
- Follow the help note about creating transaction from this draft list.
FAQ’s
Are these transactions now in my records?
No they are draft. You need to finalise them by selecting Accounts and applying other useful information if required such as a Contact.
How do invoice numbers get added to transactions I import?
This is done in a serial manner. As you import transactions Saasu assigns the next available invoice number. Importantly if you attempt to import transactions in reverse chronological order they will come in with the oldest transactions having the highest invoice numbers. Accordingly make sure you have the file in chronological order if this is important to you.
