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2017-10-09
Getting instructions on CSV files in Sage One


Pic above: Step 1 select banking

Step 2 : Select Import Bank Statements (Blue button above)

Step 3 : Select Import File Type (There are more than one possible CSV format) . Selecting "plain" CSV requires less information and can be deemed easier for beginners

Then select / click on "How do I set up a CSV file" - See pic above

You will then view the instructions with the further possibility to download and or viw an example - See below:



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