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

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.