Bank Upload

When you select a bank account you wish to upload transactions, the date of the latest transactions for that specific bank will be visible. This is the date you need to download further transactions from your online bank account.

The transactions you upload via Connect will be processed directly into your company bank accounts. You do not have to send in additional copies to support the uploaded transactions.

Log in to your online business bank account, find the transaction download section (which may be within the bank statement section). You should be able to set the period you would like to download and save locally to the device you are accessing Connect from.

The Upload Bank File functionality will only accept CSV or QIF files, which are industry standard download functions from online bank accounts.

To ensure a smooth experience and minimise any potential errors, it’s important to have the bank statement functionality enabled. If you prefer uploading bank statements instead of using automated bank connections, please contact us, and we’ll be happy to assist.

To ensure a smooth experience and minimise any potential errors, it's important to have the bank statement functionality enabled. If you prefer uploading bank statements instead of using automated bank connections, please contact us, and we'll be happy to assist.

Click "Upload Bank File" and follow the steps to upload your transactions. You will need to download the transactions for the relevant period from your online bank account either as a CSV or QIF file. During upload, Connect will validate the transactions being uploaded and the closing balance against your company records and you will be asked to review the transactions so you can verify the information to be uploaded to your accounts.