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News and updates about the platform
How to Import a Bank Statement into Xero (from a PDF)
Xero imports bank transactions from CSV, not PDF. Here is how to convert a PDF statement to a clean CSV, then map the Date, Amount, and Payee columns onto Xero's importer.
Preparing Bank Statements for a Loan or Visa Application
How to submit the official PDF statement an application requires while keeping a clean spreadsheet copy to total balances, average the closing figure, and explain large deposits.
Fixing QuickBooks CSV Import Errors When Uploading a Bank Statement
Decode the exact QuickBooks CSV upload failures (wrong date format, single vs two-column amounts, 'file is not formatted correctly', extra header rows) and trace each one back to a concrete fix in the file before you re-upload.
What Is a QBO File (and How to Get Your Bank Statement Into One)
A QBO file is the format QuickBooks imports bank transactions from. Here is what it is, how it differs from OFX, QFX and CSV, and the simplest way to get your statement in.
Scanned Bank Statement PDF? Here's How to Get the Data Out
Not all bank statement PDFs are the same. Learn how to tell a scanned image from a real-text PDF, and the right way to pull the data out of each.
A Bookkeeper's Guide to Converting Client Bank Statements Fast
A practical workflow for bookkeepers who convert many client bank statements into CSV each month, without manual entry or uploading private files.
How to Convert a Bank Statement to Excel on a Mac
Convert a PDF bank statement to Excel on a Mac. Why Preview and Numbers fall short, plus a browser tool that keeps your data on your device.
Why Copy-Pasting a PDF Bank Statement into Excel Breaks (and How to Fix It)
Copy-pasting a PDF bank statement into Excel merges columns and turns amounts into text. Here is why it happens and how to get clean, usable rows.
PDF vs CSV vs Excel: Which Bank Statement Format Do You Need?
Compare PDF, CSV, Excel, and accounting formats like OFX and QBO for bank statements, so you pick the right one for reading, importing, or analysis.
How to Import a Bank Statement into QuickBooks (from a PDF)
A step-by-step guide to getting a PDF bank statement into QuickBooks Online or Desktop by converting it to a clean CSV first, then mapping the columns.