Tip from the Compeat Team – Bank Imports

Customer Question: In regards to bank imports, among the available fields are Trx Amount, Debit, and Credit. The import file I’ll be using has one column for amount, with debits being positive and credits being negative. Do I use trx amount or do I use debit and credit? If I use debit and credit I would need to separate out the debits and credits on my import file?

Compeat Expert Answer: If your debit and credit amounts are in a single column as positive and negative values, use the transaction amount field instead of the debit/credit fields.

Here is our how-to document on building the statement imports.


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