• Rural Community

    How to export transactions from ANZ

    Following on from the switch off of the ANZ Direct Access function, we've had a number of phone calls, emails and live chats to our team on the helpdesk, regarding how to get transactions out of ANZ.

    We generally suggest that you phone the ANZ general enquiries team on 0800 269 296, for any help relating to exporting transactions from their website.

    However, to give you a helping hand, we've put together some steps to guide you through the process on the ANZ website.

    Before you get started

    You need to turn off the Direct Access icon in your database.

    1. Click on Setup in your Transaction screen.

    2. Scroll down to Online Banking.

    3. Untick the 'Use ANZ Internet Banking Direct Access Service' button.

    4. Click OK.

    You're now ready to import your bank transaction file.

    0_1497220410035_ff617828-761c-49d2-ba07-f2dc9c264cb4-image.png

    Step 1 - Login

    1. Login to www.anz.co.nz.

    2. Select the bank account that you want to export transactions out of.

    0_1496801171653_0e2bba6f-aa77-4ba7-96f1-4ff92dc2c6b8-image.png

    Step 2 - Select transactions

    1. Select the Start and End date for the transaction range.

    2. Click on the View button.

    3. Click on the Export button.

    4. Select either CSV - Comma Separated Values or QIF (dd/mm/yyyy) - Quicken Interchange Format.

    5. Click on the Export button.

    Depending on the setting on your computer the file may automatically save to your Downloads folder.

    TIP: To import your bank transactions into Cashmanager RURAL, check out the help topic Import your bank transactions.

    0_1496805266776_550b383f-8964-49c7-af14-731776357506-image.png

    Move to online

    Talk to our team today about transferring your database to Cashmanager RURAL online and start to enjoy the benefits of bank feeds, the farmlands monthly statement feed and Scan my Bills.

    Phone: 0800 888 080
    email: sales@crssoftware.co.nz


  • Comments

Log in to reply

Looks like your connection to CRS Community was lost, please wait while we try to reconnect.