Problem importing into multiple accounts

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  • Updated 8 years ago
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I have made my first attempt to import bank transactions. I have multiple bank accounts and have set them all up in EEBA. However, when I attempt to import a file, I am only getting one bank account as an option to select to import the transactions to. Am I doing something wrong?
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rincci54

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  • frustrated and disenchanted

Posted 8 years ago

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Audrey Chau

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Hi Rincci,

I'm glad you were able to figure out why you were having trouble with the bank activity import!

For those of you listening in, a problem can arise when you are importing separate statements from the same banking institution. Make sure you check that your QFX/OFX files are associated with the accurate account. It's easy to download a file from the wrong account and not detect it.

You can check the account number by opening a QFX/OFX file in Notepad or Wordpad.

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