Import an Online Statement

To download and import online statements from a Web site:

1. If you are working:
2. In the Home window, from the File menu, choose Import/Export, and then Import Online Statements.
3. In the Account Reconciliation window, select the account you want to reconcile. Then, choose Import Online Statements from the toolbar or Reconciliation menu.

2. Back up your data.
3. Follow the instructions in the Import Online Statements wizard.

When download finishes, the wizard displays a Matched Transactions report summarizing newly downloaded transactions and indicating their reconciliation status.

4. From the File menu, click Print to print the report. Keep it in a safe place.

You should rename the downloaded file using Windows Explorer after you finish downloading a statement. Unless you rename it, the downloaded file will be overwritten by the next downloaded statement.

5. In the Account Reconciliation window, clear any transactions that should have been cleared but were not matched — for example, because there was an error in a source number.