NAB Connect Bank Statement Import.
NAB Connect Bank Statement Import
Before using the
"Import Bank Statement Wizard"
in Cashbook, you will need to export the bank statement/transaction file (in CSV format) from your the relevant bank account/s and date ranges, save it to a convenient location on your computer or USB etc.
To export your bank statement:
Transaction History > Advanced
(it will automatically be set on simple)
>
It will then ask you to create a report
>
select a date range
>
save as e.g.
"transaction history"
> export as CSV.
If you do this on the "simple" option instead of "advanced" it will not give you the option to save it as a csv.
Article ID 2124