Perform a Bank Sync

Bank Sync allows you to automatically import and reconcile your bank transactions, saving time and reducing errors. It is important to note that bank account data should be stored in a CSV file, as SapphireOne requires this format for importing. The procedure is as follows.

1. Navigate to Accounts > General Ledger > Process and the select the Bank Sync item. SapphireOne display a list all bank accounts currently set up in your data file.
2. When you select the bank account your operating platform the search for a file dialog will be presented. Select the bank statement in CSV format. You will be presented with the import bank file screen.
3. Select the column header you want to import and click the Import button at the bottom of the screen.
4. The Bank Sync screen will now be displayed where you will see a list of transactions in the top section from the CSV file and already existing transactions in the bottom section.
5. Click the Process button once both lots of transactions are linked.

For more details, visit the Accounts > General Ledger > Bank Sync article.