Bank statement import

Hello folks,

I am new here!

  1. I would like to know if DearData can help us import bank statements lines everyday if we have them in Excel. I understand that DataDear can perfectly do post bank transaction under “account transactions” side of a bank in Xero but can the same be done on “bank transactions” side?
  2. Apart from Excel, can the functionalities of DataDear be available in Googles Sheets

Many Thanks
Felix

Hi @jalipartners

Welcome to the Community!

The Xero API does not allow bank statements to be uploaded so DataDear cannot help with these. You may refer to this article:

The workaround is to use the bank transactions.

DataDear works with Excel desktop version only at this stage and there is a preview version for the Office 365 version.