Prepare the bank data in SmartBank, then use the export route appropriate to OSFinancials.
What SmartBank prepares
Import a supported bank statement, review transactions, reuse recurring allocations where appropriate and reconcile the cashbook before export. A CSV-only route is also available when you want to finish preparation in your accounting software.
How the file moves across
Use the supported SmartBank export workflow for your OSFinancials setup. Confirm the exact product, version and required fields before using a new layout.
Check before importing
- Choose the correct company and bank account.
- Confirm dates, amount signs and any required account mappings.
- Review your opening/closing balances and overlapping periods.
- Use the destination package’s import review and check the resulting entries.
Use the export checklist · Watch package tutorials · Confirm my setup