Guides
- Bank statement PDF to Excel: what works and what to watch forGet a PDF bank statement into Excel without broken dates, lost zeros or wrong totals: Get Data from PDF, opening CSV files properly, and checking totals.
- Catch-up bookkeeping: how to backfill months of old bank statementsA practical order of work for catching up months or years of bookkeeping from PDF bank statements, without overlapping your bank feed or losing track.
- CSV vs OFX vs QIF: which bank statement format to useWhat CSV, OFX and QIF bank statement files are, which of Xero, QuickBooks Online and MYOB accepts each, and the date-format traps in QIF and CSV files.
- How to check a converted bank statement is accurateChecks that prove a PDF-to-CSV conversion is complete: running balance, opening and closing totals, row counts, and the extraction errors to look for.
- How to convert a credit card statement PDF to CSVCredit card statements have no running balance and reversed signs. How to convert one to CSV, check it with the statement totals, and import it correctly.
- How to convert a PDF bank statement to CSV (and check it's right)Ways to turn a PDF bank statement into CSV: copy and paste, Excel, online converters and browser-only tools, the privacy trade-offs, and checking results.
- How to import PDF bank statements into MYOB Business and AccountRightMYOB imports bank statements as QIF or OFX files, not CSV or PDF. How to convert PDF statements, import them, and avoid duplicates with bank feeds.
- How to import PDF bank statements into QuickBooks OnlineConvert PDF bank statements to a QuickBooks Online CSV in your browser, upload them to QuickBooks Online, and avoid duplicates with your bank feed.
- How to import PDF bank statements into Xero (Australia, NZ and UK)Xero outside the US and Canada can't import PDF statements. Convert them to Xero CSV in your browser, import them, and avoid duplicates with a bank feed.
- Why bank feeds only go back so far, and how to import older transactionsHow much history Xero, QuickBooks Online and MYOB bank feeds bring in, according to each vendor, and how to import older transactions a feed can't reach.