File Imports

Manually entering your transactions into bookkeeping software is a painstaking task. Our File Imports feature allows users to quickly import their bank transactions in bulk.

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Download statements

To make life easier, you can download a CSV file from your bank detailing the transactions for a particular period you wish to enter into Pandle.

Easy upload

Select the relevant Pandle pre-formatted upload type for your bank account and easily upload all of your transactions in one go.

Reduce errors

It’s easy to make an accidental error when manually entering transactions, but with the File Import feature your Pandle account will mirror your bank account exactly, meaning no more discrepancies.

Save time

Never again will you have to spend hours manually entering bank transactions, simply download your statements and upload them in bulk into Pandle.

Mark invoices as paid

When you’ve received a payment from a client or customer you can apply this bank transaction to the unpaid invoice, which will then be automatically marked as paid.

Categorise each transaction

Once your transactions are imported you can categorise each one to ensure you know where your money is being spent – keeping you in control of your business finances.

 

You might also want to look at…

Bank Feeds Pro

Automatically import transactions from your bank.

PayPal Feeds Pro

Automatically import your transactions from PayPal.

Bank Rules

Auto categorise and assign tax codes to transactions.

Custom Imports

Create import templates to upload any transaction type.

Pandle Bank Imports

Need help transferring from your current accounting software?

Check out this article or contact our support team by emailing support@pandle.com.

 

Looking for more information?

Entering transactions in Pandle

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Entering transactions using a file import

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