Manual Feed

The manual feed option is valuable to import bank transactions from a standard QBO/QFX/OFX file that is downloaded from the bank's website.

Complete the following steps to import the file from the bank:

1. Open the bank account within the bank website and download the transactions.
   

2. Select one of the following file formats:

   1. QFX: Quicken file

   2. QBO: QuickBooks file

   3. OFX: Open Financial Exchange
      

3. Click on the Import button, select the file, and complete the import.
   
   

Continue with the standard Bank Feed tools explained at Downloading and Creating Missing Transactions.

Importing CSV files

Customizations can be created to import a CSV file.  The inconsistent formatting of CSV and TXT file does not allow EBMS to import without scripting the import formatting.  These scripts can be launched when the Import button is clicked.