How to Export a Bank Statement as a QIF file

Overview 

Once a Bank Statement has been uploaded and analysed by SmartDocs 360 you can export the bank statement as a QIF file. This article will guide you through the steps to export a bank statement as a QIF file.

To learn more about documents and how they can be uploaded, click here. 

Instructions

Steps to Export Bank Statement as a QIF file. 

1. After the Bank Statement has been uploaded, select
   
   
   
   
2. The Export Documents table will appear, select QIF, then select Export 
   
   

The Bank Statement QIF file will then be saved to your download folder.