Guides

• Bank Statement CSV vs OFX vs Excel: Which Format to Use
  Bank statement CSV vs OFX vs Excel vs JSON: what each format stores, which accounting software expects which, and how to pick the right one for your import.
• Convert a Scanned Bank Statement to Excel with OCR
  Turn a scanned bank statement to Excel with OCR: tell scanned and digital PDFs apart, improve scan quality, and catch misread numbers with a balance check.
• Convert Bank Statement PDF to Excel: A Step-by-Step Guide
  Convert bank statement PDF to Excel step by step: use a free in-browser tool, see why copy-paste and Get Data from PDF break, and clean up the result.
• Import Bank Statement into QuickBooks: CSV and OFX Guide
  Import a bank statement into QuickBooks Online the easy way: 3- and 4-column CSV layouts, date format pitfalls, CSV vs OFX, and fixes for common upload errors.
• Import Bank Statement into Xero: CSV, OFX and Reconciling
  How to import a bank statement into Xero: prepare the CSV columns Xero expects, use OFX instead, avoid duplicate lines and reconcile once the import is done.
• Is It Safe to Convert Bank Statements Online? A Checklist
  Is it safe to convert bank statements online? See what a statement reveals, how upload and in-browser converters differ, and a checklist to judge any tool.
• How to Reconcile a Bank Statement in Excel (With Formulas)
  How to reconcile a bank statement in Excel: running balance checks, monthly SUMIFS totals, COUNTIFS and XLOOKUP ledger matching, and flags for every difference.