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How to import Bank Statement in MProfit Accounts Module ?

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  • How to import Bank Statement in MProfit Accounts Module ?

    MProfit support various bank statements for import.

    1. From accounts module go to Bank/Ledger import.

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    2. Select the proper template and add it in Favorites list. Click on on Import from File button and browse for your statement.

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    3. Map it to your account.

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    4. Click on New Ledger button.

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    5. Enter the bank name.

    Select group - Banks

    Click on OK.

    Click on Select and Close to continue import.

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    7. You will see preview window.

    Click on Assign Ledger button.

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    8. In this case it is Telephone expense. So select the Telephone expense ledger.

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    9. You can see that it is assigned.

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    10. Similarly you can create new ledger if you want to assign it to new ledger.

    11. Once all entries are assigned you can click on Import and Saved Marked.

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