Guides
Short, practical notes on turning statements into files your accounting tool accepts.
Guides
- How to convert a bank statement PDF to ExcelThe four steps, and where statement conversions usually go wrong.
- Import a bank statement into QuickBooksWhich file Online takes, what changes on Desktop, and why imports fail quietly.
- Import a bank statement into XeroXero reads CSV — the steps, and the column mapping that trips people up.
- Import a bank statement into TallyTallyPrime imports XML. What to check before the vouchers are posted.
- QIF vs OFX vs QBOWhat each file format contains, which program reads it, and how to pick.
- Why OCR mangles bank statementsThe four failures you see when a table is read by position.
- What is a QIF file?What the format stores, which programs read it, and what it leaves out.
- What is an MT940 file?The statement format corporate banking systems exchange, and how CAMT relates.