How to Import OFX Statements in Sage 300 Bank Services
Steps:
- Do one of the following:
- Open Common Services > Bank Services > Bank Transactions > Import OFX
Statements. - On the File menu of the Reconcile Statements screen, click Import > Downloaded Bank Statements, and then click OK.
- Open Common Services > Bank Services > Bank Transactions > Import OFX
- Enter the bank code in the From/To Bank Code fields.
- Click the Browse button to select your downloaded file. (The filename and path appear in the
Downloaded Bank Statement File field.) - Click Import.
- Click Close twice to return to the company desktop.