Bank CSV Smart Import
A bank CSV can be a useful record, but working through it row by row is rarely anyone's favourite job. Bring the export into BookFlo to map transactions, review them together and approve what is ready.
- Work from your bank's CSV export
- See suggested Reckon account matches
- Review and approve transactions in bulk
Turn an export into a working list
Instead of treating a CSV as a spreadsheet to clean up manually, import it into BookFlo. Your bank transactions become a set of items to assess as part of your normal bookkeeping workflow.
Review the mapping, not just the rows
BookFlo's mapping engine matches transactions to Reckon accounts. Look over the suggested coding and pay closer attention to entries that are unfamiliar, unusual or require context the bank description cannot provide.
Approve with a wider view
Bulk review makes it easier to work through a batch without opening every transaction in isolation. You stay in control of what is approved while reducing the repetitive work of handling the same kind of entry again and again.