Can I directly import transactions from my bank account?
You can import your bank transactions from BUSY through excel by following these steps
1. First save your bank entries in excel sheet
2. Then in BUSY go open company and go to administartion
3. Go to data export import and then import vouchers from excel
4. Select voucher type in which you wants to import bank entries like journal,payemnt,receipt or contra etc.
5. Select format if already creaetd or click on configure and then configure format by adding it
6. In format you have to reconcile fields in BUSY and in excel with columns
7. Save the format and then required deatils in import voucher from excel option and select the sheet from local drive by specifying sheet number and row start to end number
8. Also if masters in BUSY and excel data should have same name and configurations or tick create new master used in vouchers and select deatils for new masters while craeting and proceed
Note 1:If you wants to customise or add format, it can be customised as per your excel sheet in BUSY and this service is on chargeable basis Rupees 450 plus 18% tax
Note 2: We have addon for integrating your bank with BUSY but it is for icici bank account holders and it is also seprately integrated in BUSY depending upon bank and other details