The transaction-export upload accepts one bank export at a time. Each file should represent one account, so the import can check its rows against the selected financial account.
- Choose the company and account for the first file.
- Select or drop one supported bank export, then read and review its rows.
- Finish the batch or leave it saved with a clear status before starting the next file.
If you drop several files together, the source step asks you to choose one. Combining separate accounts into one larger file is not a reliable workaround, because account and currency identity need to remain clear.
Prepare a sequence of files
For a large historical import, use distinct account and period filenames. Check that adjacent periods do not unintentionally overlap and retain a record of each finished batch’s imported and excluded counts.
If a batch is interrupted, resume that saved batch before importing the next copy of the same period. A clean sequence makes it easier to compare the final activity with bank statements and identify any gap without relying on memory about which file was uploaded last.
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