Import Open Banking Statements and Transactions

To import statements and transactions from a bank account used for Open Banking, consent for IRIS Financials to access the account must have been given by the bank.

Only UK bank accounts can be used with Open Banking.

1. Go to Banks, then select Open Banking.

2. Select the relevant bank account, then Next.

   Only bank accounts where consent from the bank for IRIS Financials to access the account has been given are displayed.

3. Select the date range of the transactions you want imported, then Next.
4. The transactions are imported, and you can then choose to:
   • View the transactions
   • Automatically reconcile the transactions
   • Manually reconcile the transactions
   • Import more transactions

   Alternatively, to close the Open Banking import, select Finish.