The first step is to export your file from your accounting software and save the file to your PC/Mac. If the file is in the Coutts Online format you can then upload it by logging into Coutts Online and follow these simple steps.

  1. Select the Payments and Transfers
  2. Select Upload Payments and Transfers
  3. Click Upload
  4. Click on Choose file
  5. Locate your .csv or .txt payment file and select Open
  6. Select Next
  7. Click Confirm to complete your upload.