NZ's Most Popular Keep-It-Simple Accounting Software

Can I import bank statements?

Yes, you can import your bank statements into Cashbook. The imported data will be merged with the data that is already in the Cashbook.  You will need to download your bank statement as a QIF file from your bank’s website.  For more information, search in the software’s Help for “Importing a Bank Statement”.

If you’re unsure how to download transactions/statements for your bank specifically, please see Downloading Bank Statements.

Prefer to see a video tutorial?  See Importing a Bank Statement.

Important Info for Gmail Users

If you use a Gmail address with Cashbook, please click here and follow the steps under the “Gmail” heading to continue sending emails from Cashbook using a Gmail address.