Manually upload bank statements

Changing the source

If you want to change how you get bank transactions into bank feeds, on the import, screen:

  1. From the menu, go to Bank > Import > Change Source in the top right-hand Corner.

  2. You will be asked to confirm the change. You will then be taken back to the setup screen.

If you do this, any transactions you uploaded but didn’t import, will be removed. We would advise you to ensure that you match these transactions first before switching the source.