Import a CSV bank statement into LimeBooks

Import a CSV bank statement into LimeBooks

1) Click on Bank Accounts at the top of the screen 

2) Click on Import CSV on the bank account you wish to import transactions into. 

3) Select the bank the CSV has been downloaded from 

4) Select the CSV File 

5) Click on Upload and process CSV File 

* If the bank account is not listed you can use a default LimeBooks format located at the bottom on the import CSV screen* 




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