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        <a class="WebWorks_Breadcrumb_Link" href="banking.6.1.htm#1093136">Banking</a> &gt; Importing statements </div>
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      <blockquote>
        <div class="hs_SectionHeading" style="margin-bottom: 10.0pt;"><a name="1093136">Importing statements </a></div>
        <div class="b_Body"><a name="1087686">If you have an online banking facility, you can use the </a><span class="w_Widgets">Get </span><span class="w_Widgets">Statement </span>feature to import bank statement or credit card statement files. </div>
        <div class="b_Body"><a name="1092385">This feature enables you to import transactions that you haven’t </a>recorded in your company file (e.g. bank fees). It also enables you to use the imported transactions as part of your reconciliation process. Namely, your MYOB software can automatically match transactions on your statement with the transactions in your company file. Matched transactions will be marked as cleared for reconciliation, making it easy for you to reconcile your account at month-end. </div>
        <div class="b_Body"><a name="1087687">If some transactions cannot be matched, you have the option of </a>matching them manually with uncleared transactions, adding them or skipping them altogether. Unmatched transactions are usually bank interest, account fees and penalty charges applied by the bank.</div>
        <div class="hp_ProcedureHeading" style="margin-bottom: 4.0pt; margin-top: 8.0pt;" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1087689&quot;);">
          <span class="N_007eProcBullet"></span><a name="1087689">To import your statement</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1087689", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1087689", false);</script>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1087691">Download your statement</a></div>
        <div class="bnL_NoteBodyLast" style="margin-bottom: 2.0pt;"><a name="1087692">Before you can import your </a>bank or credit card statement, you need to download the statement file from your bank. Your bank’s website should provide instructions on how to download this file. The following file formats are supported: OFX, QFX, QIF and OFC.</div>
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                  <span class="N_007eStepNum">1	</span>
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                <div class="bs_BodyStep_inner"><a name="1087694">Go to the </a><span class="w_Widgets">Banking</span> command centre and click <span class="w_Widgets">Bank Register</span>. The <span class="w_Widgets">Bank Register</span> window appears. </div>
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                <div class="bs_BodyStep_inner"><a name="1087695">In the </a><span class="w_Widgets">Account </span>field, type or select the account that corresponds to the bank or credit card statement.</div>
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                <div class="bs_BodyStep_inner"><a name="1087697">Click </a><span class="w_Widgets">Get Statement</span>. The <span class="w_Widgets">Open </span>window appears.</div>
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                <div class="bs_BodyStep_inner"><a name="1087698">Locate and select the downloaded statement file.</a></div>
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                <div class="bs_BodyStep_inner"><a name="1087699">Click </a><span class="w_Widgets">Open</span>. The <span class="w_Widgets">Get Statement</span> window appears.</div>
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                <div class="bs_BodyStep_inner"><a name="1087700">Click </a><span class="w_Widgets">OK</span>. The statement transactions are automatically matched with the transactions in your company file using the cheque number, date and amount as the criteria for matching withdrawals and deposits. If:</div>
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                <div class="bsb_BodyStepBulleted_inner"><a name="1087701">there are unmatched transactions, the </a><span class="w_Widgets">Unmatched </span><span class="w_Widgets">Statement Transactions</span> window appears. Go to <span class="l_Link"><a href="#1087707">step&nbsp;7</a></span>.</div>
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                <div class="bsb_BodyStepBulleted_inner"><a name="1087705">all your transactions match, that’s it. These transactions will </a>be marked as cleared in the <span class="w_Widgets">Reconcile Accounts</span> window. You can ignore the rest of this procedure. </div>
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                  <span class="N_007eStepNum">7	</span>
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                <div class="bs_BodyStep_inner"><a name="1087707">Choose what you want to do with the unmatched </a>transactions. </div>
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                <div class="bsb_BodyStepBulleted_inner"><a name="1087710">If you want to match a transaction, select the transaction </a>and click <span class="w_Widgets">Match Transaction</span>. The <span class="w_Widgets">Match Transaction</span> window appears, listing the uncleared transactions in your company file for the specified account. Select the transaction that you want to match with the statement transaction and click <span class="w_Widgets">Match</span>. The transaction will be marked as cleared. </div>
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                <div class="bsb_BodyStepBulleted_inner"><a name="1087718">If you want to add a transaction to your company file, </a>select the transaction and click <span class="w_Widgets">Add Transaction</span>. The <span class="w_Widgets">Spend Money</span> window or the <span class="w_Widgets">Receive Money</span> window (depending upon the type of transaction you are adding) appears. Enter the details of the transaction and record it. The transaction is shown as cleared. </div>
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                  <span class="N_007eStepNum">8	</span>
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                <div class="bs_BodyStep_inner"><a name="1087722">Repeat </a><span class="l_Link"><a href="#1087707">step&nbsp;7</a></span> for each uncleared transaction you want to add or match.</div>
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        <div class="bcFi_CautionHeadingFirstIndent">
          <span class="N_007eNoteCautionWarning">caution : </span><a name="1087723">Match or add all transactions</a></div>
        <div class="bnLi_NoteBodyLastIndent"><a name="1087724">We recommend you </a>finish adding or matching every transaction in the unmatched transaction list before you click <span style="font-weight: bold;">Done</span>. If you re-open the statement file, the original list of unmatched transactions reappears in the <span class="w_Widgets">Unmatched Statement Transactions </span>window.</div>
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                <div class="bs_BodyStep_inner"><a name="1087725">When you have finished matching and adding transactions, </a>click <span class="w_Widgets">Done</span>. A&nbsp;list of all the transactions that were cleared appears.</div>
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        <div class="href_ReferenceBlockHeading"><a name="1156358">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="banking.6.9.htm#1093142" name="1156362">Reconciling your bank accounts</a></span></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="app_importexport.25.3.htm#1058182" name="1156366">Importing data</a></span></div>
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