Video: Import bank transactions for reconciliation (Classic)
This text-only help video shows you how to import bank transactions for reconciliation.
These videos were recorded using US terminology, but the concepts still apply. Refer to Terminology across locales to see related terms for your location.
The classic experience for import transactions is going away in a future release. This change does not impact any custom integrations that use the Intacct API. Try Bank transaction assistant file import for a more robust experience.
If you receive the "Invalid date format" error on import
If the Posting date column in your import file is already correctly formatted as MM/DD/YYYY and you still receive the "Invalid date format" on import, try the following workaround:
- Open the bank reconciliation import file in Notepad. The file must already have been saved as a CSV file.
- Locate any lines that have 6 commas in a row (, , , , , , ) and delete those lines from the file.
- Save the file.
- Try importing the file again.
Next steps
Find out how to resolve unmatched transactions.
See Reconcile a bank account to learn more.
Check out Sage University and the Video library for more videos on other Sage Intacct topics.
