Tag Archive: "Creation Rules"
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Sage Intacct’s New Bank Transaction Assistant File Import
In our last post, you may recall we mentioned a new bank transaction assistant file import process released with the latest Sage Intacct R2 2024 product release on May 10th. We mentioned this new process would create bank transactions just like the bank feed integration. Now that the new release is here with its additional supported file formats OFX, ASO, QIF, XLS, and XLSX, you may find that one of these formats allows you to export your bank file without having to manually manipulate it, making your bank reconciliation that much more efficient. Today, we’ll walk through how you can test the new import process in your sandbox company.