Bank Feed

Manual Feed (Bank File Import)

How to manually import bank feed information

Manual Feed

The manual feed option is valuable to import bank transactions from a standard QBO, QFX, or 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.
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  2. Select one of the following file formats:

    1. QFX: Quicken file

    2. QBO: QuickBooks file

    3. OFX: Open Financial Exchange
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  3. From the Financials > Bank and Manual Feed page, click on the Import button, select the file, and complete the import.
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Continue with the standard Bank Feed tools explained at Creating Missing Bank Feed 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 custom scripts can be launched when the Import button is clicked.  If you are interested in this import customization, contact your Koble account manager to ask about pricing.