---
title: "Import Statement"
slug: "import-statement"
updated: 2023-12-20T15:21:18Z
published: 2023-12-20T15:21:18Z
canonical: "www.procaresupport.com/import-statement"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Statement

The *Import Statement* feature is used during [Bank Statement Reconciliation](/procare-desktop/docs/bank-statement-reconciliation) to import a statement in OFX, QFX or QIF formats. This can help you more quickly reconcile items on your bank statement to those recorded in Procare. [Embedded content](https://www.youtube.com/embed/gkrpDRLgcOo)

## Before You Begin

You’ll need to download a copy of your bank statement in OFX, QFX or QIF format from your banking institution, or export a file from your third party financial software like Quicken®, Quickbooks® or MS Money®.

## Import a Bank Statement

1. Follow the standard steps to [Reconcile Your Account](/procare-desktop/docs/bank-statement-reconciliation).
2. On the second screen of reconciliation, where you select the items that have cleared, click the *Import Statement* button (lower left). ![image](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/Desktop/Expense+%26+Ledger/Import+Statement+1202_1.jpg)
3. Browse to and select your OFX, QFX or QIF file then click *Open.*
4. The import will attempt to match up items in the file with those waiting to be reconciled.
  1. Those items for which it finds a match are checked off as “cleared” automatically.
  2. If the import is not certain of a match a message will appear indicating the number of items for which a match could not be found. Click *OK.*  

![image](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/Desktop/Expense+%26+Ledger/Import+Statement+1202_2.jpg)
5. Any items that could not be automatically matched will be displayed in a small *Imported Transactions* window that you’ll reconcile individually.

b. If you find a match check the item off both on the *Reconcile Bank Accounts* screen (the main screen) and in the *Imported Transactions window.* c. If you cannot locate a match it may be that transaction was never entered in the Expenses and Ledger module. Click *Save* then *Exit,* so you may return to this reconciliation later. The import file will be closed automatically. Make any new entries as needed. Then return to the reconciliation screen and re-import your file to continue the process where you left off.
  1. Click on an item in the *Imported Transactions* window (image 1) to highlight any possible matches on the *Reconcile Bank Accounts* screen (image 2). You may need to click through the tabs in the *Reconcile Bank Accounts* screen, such as *Deposits, Other Credits, Checks* and *Other Debits* and scroll up/down to see a potential match (also image 2). *Image 1 – Imported Transactions Window* ![image](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/Desktop/Expense+%26+Ledger/Import+Statement+1202_3.jpg)

*Image 2 – Item highlighted as a potential match* ![image](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/Desktop/Expense+%26+Ledger/Import+Statement+1202_4.jpg)
6. Once all items appropriate items have been marked as “cleared” and the *Difference* is zero, you may click *Reconcile* to complete the process.

![image](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/Desktop/Expense+%26+Ledger/Import+Statement+1202_5.jpg)