Skip to Main Content
Status Planned
Created by Guest
Created on Feb 20, 2024

Add Additional Method Type to Banking - Import Statements

Can you add additional method types, such as QFX, OFX, QIF, CSV, so we can upload activity from JPMorgan Chase Bank, Bank of America, Wells Fargo, etc? There is only method type BAI and we're unable to upload activity with this type. This will be helpful when coding bank statements other than CNB in the Bank Reconcile - Auto, and transactions will show as each line item on the Cash Flow.

  • Attach files