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The import and automation features of Banana Accounting allow you to easily integrate data from your bank statements and automate your transactions.
These tools simplify daily management, reduce errors, and improve the efficiency of accounting work.
Thanks to these features you can:
- Save time by automatically importing transactions and data;
- Reduce posting errors thanks to automation rules;
- Ensure transaction balancing through the transfer account;
- Keep your accounting always up to date;
- Work faster, more accurately, and in a more integrated way.
Import into accounting
The Import into accounting function allows you to automatically insert transactions, contacts or other data from external files into your accounting file.
You can import transactions from bank statements, invoicing software or spreadsheets, choosing the most suitable format (CSV, Excel, MT940, ISO 20022, etc.).
During the import process, Banana matches the data with the correct accounts, greatly simplifying the posting of transactions.
Automation
The Automation features allow you to speed up repetitive or complex workflows.
You can define Import Rules, create custom extensions, or use scripts that automatically perform specific actions such as updating tables, importing data, or generating reports.
Automation allows you to keep your accounting up to date quickly and accurately, with minimal manual intervention.
The Clearing account in imports
During the import of transactions, the Clearing account serves as a temporary account to ensure the balancing of entries. When importing transfer entries from different bank accounts, to avoid recording a transfer twice when importing data from multiple banks, using the transfer account as a counter account ensures the balances are correct.
It is a useful method for correctly checking and balancing imported transactions.
Import data from other programs
The Import data from other programs function allows you to import entire accounting files from other software or previous versions of Banana.
You can easily transfer the chart of accounts, opening balances, transactions, and contacts, maintaining continuity in your work. You can import data using various formats, such as .Txt, Excel, CSV, etc.
Banana also includes extensions that allow you to import data from other programs, such as: