How to Import OFX Statements in Sage 300 Bank Services


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