Bank statement guides
Turn the PDF from your bank into a file for Excel or QuickBooks. These guides show the free way and the quick way, step by step.
All bank statement guides
- A Bank Statement Converter That Doesn't Upload Your File
Most converters upload your bank statement. This one reads it in your browser. Here's how to check for yourself what leaves your computer.
- Bank Statement PDF to CSV: Easy Free and Fast Ways
Turn the PDF statement from your bank into a CSV file for Excel, Google Sheets or your bookkeeper. A free way, a fast way, and a quick check.
- How to Check a Converted Bank Statement Before You Import It
Converters can miss a row or misread a number, and the file still looks fine. Here's a 2-minute check that catches it before it lands in your books.
- How to Convert a Bank Statement PDF to Excel
Turn your bank statement PDF into an Excel sheet in a few easy steps. Free Excel method, a faster option, and how to check the numbers add up.
- How to Convert Bank Statements for Many Clients at Once
A simple way for bookkeepers to turn a pile of client bank statement PDFs into Excel, QuickBooks or Xero files, sorted by client and named by month.
- How to Convert a PDF Bank Statement to QBO
Turn a PDF bank statement into a QBO file that QuickBooks can import. A free way from your bank, and a quick way for old PDF statements.
- How to Import a Bank Statement into QuickBooks
Get old bank transactions into QuickBooks Online, even from a PDF statement. Simple steps to make a CSV or QBO file and upload it.
- How to Import a Bank Statement into Xero
Bring a bank statement into Xero when the bank feed is missing months. Turn the PDF into a Xero CSV file, then import it in a few clicks.
- How to Reconcile a Bank Statement in Excel
Check that your records match your bank, step by step in Excel. Plain steps for small business owners, landlords and anyone who keeps their own books.