Video: Import bank transactions for reconciliation (Classic)

This text-only help video shows you how to import bank transactions for reconciliation.

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:

  1. Open the bank reconciliation import file in Notepad. The file must already have been saved as a CSV file.
  2. Locate any lines that have 6 commas in a row (, , , , , , ) and delete those lines from the file.
  3. Save the file.
  4. 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.