Bank Statement Converter Blog for Accountants and Bookkeepers
Practical guides for people who move bank data into accounting software every week: how each import screen works, which file format to pick, and how to find a reconciliation difference before it costs an afternoon.
Guides
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How to Import Bank Transactions into QuickBooks Online
the bank feed, CSV and QBO routes compared, with each step from file to the For Review tab.
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How to Upload Bank Statements to QuickBooks Online
filling gaps the bank feed leaves, from older months to accounts that never connected.
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How to Import Bank Transactions into QuickBooks Desktop
using Web Connect QBO files to bring statement data into the Bank Feeds center.
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Chase Download Statement CSV, How to Export Activity and Older Months
where the export lives in Chase online banking and what to do for months that exist only as PDFs.
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QIF File, What It Is and Which Apps Still Read It
what a QIF file contains, which apps still read it and when OFX or QBO is the better choice.
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QuickBooks Bank Reconciliation Report, How to Read It and Fix a Difference
the sections of the report and a method to track down a difference.
Skip the retyping step
Convert a PDF statement into Excel, CSV, QBO, QIF, OFX or Xero files with a balance check on every statement.