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Import an Excel spreadsheet into EBP

CEL33 -  
OmegaSoft Posted messages 367 Status Member -
Hello,

I would like to import my bank statements, which are in Excel format, into my EBP software.
Could you please tell me how to proceed?

Thank you in advance,
Celine

1 answer

  1.
    OmegaSoft Posted messages 367 Status Member 66
     
    Hello CEL33,

    You can use a customizable import (in the tools menu) and import a txt or csv file.
    Assign the corresponding field to each column of your Excel table. Remember to save this configuration for future imports.

    Best regards,

    Saif
    Trainer
    6