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A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.

A selection of which bank account to import to when importing Bank Transactions. All other major competitors of kashflow doe this.
  • Anonymous
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Jonathan, Can you provide a bit more detail on this please? Currently, within KashFlow you can choose exactly which bank account you wish to import.
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  • Jonathan Caruana commented
    January 10, 2017 09:20

    Any updates on this please?

  • Jonathan Caruana commented
    January 10, 2017 09:20

    Hi,

    Practically, when importing, you have to add another column to the current CSV as a bank account ID, so the import tool knows which Bank account it needs to import to. If you don't do this, it will import to the default Bank Account. This is written in your knowledge-base.

    This is frustrating. I have tested many other competitors of Kashflow and all give you a drop-down of which bank account you wish to import to before choosing the import file.

    Thanks