Import bank transactions through an automatic process (APIs)

There are some banks in Brazil that allow solutions such as OnBalance to automatically import bank transactions without the need to download and upload files.

To import data using the bank APIs, follow these steps.

  1. In the Transactions screen, click Manage > Bank Reconciliation.
  2. In the Bank Reconciliation screen, click Import New Data for the bank account from which you want to import the bank transactions.
  3. Click the Automatic option.
  4. Click Import.
  5. OnBalance will establish a connection with your bank and check if there are new transactions to be imported.
    • If there are new transactions, OnBalance will import them and open the Match screen.
    • If there are no new transactions, OnBalance will display a message to let you know.

Notes

  • If the bank account is not configured yet to establish a connection through the bank's API, OnBalance will open the Setup screen to let you configure the bank account.
  • If your bank doesn't have APIs to allow solutions to connect with it, OnBalance will display a message to let you know.

The availability of some or all of these features depends on your version of OnBalance.