Guides

Getting bank statements into your accounting software, step by step.

• How to import a bank statement into QuickBooks Online

  Upload a .qbo, .ofx or CSV file, avoid duplicates and error OL-222, and backfill history your bank feed doesn't cover.

• How to import a bank statement into Xero

  Import OFX or CSV statements into a Xero bank account, map the columns and reconcile.

• How to convert a bank statement PDF to Excel: 3 methods compared

  Copy and paste, Excel's own PDF import, or a converter. What each one gets wrong and when to use it.