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Using the BankLink Macro

Video learning

Free

8 MINUTES

Learning objectives

In this course, you will learn how to use the macro tool, from exporting your data from BankLink, through to importing your Xero formatted file into your Xero organisation.

Course outline

    Our new BankLink conversion tool helps you bring your BankLink transactions into Xero as already reconciled and your journals as already coded.The tool is run through a step-by-step macro driven Excel spreadsheet. This video walks you through using the tool, from exporting your data from BankLink, through to importing your Xero formatted file into your Xero organisation.

Topics covered

  • Bank
  • Journals
  • Conversion

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