Guides & articles – page 12
Accounting software11 min read
Fix QuickBooks Online CSV Bank Import Errors
Why QuickBooks Online rejects bank statement CSV files, or imports them wrong, and how to fix dates, amounts, columns, signs and duplicates.
Reconciliation11 min read
How to Reconcile a Bank Statement in Excel (Step by Step)
A practical walkthrough of reconciling a bank statement against your books in Excel, with formulas you can copy, a worked example and fixes for gaps.
Use cases11 min read
Catch-Up Bookkeeping: Months of Bank Statements, Fast
A practical process for catching up on months (or years) of bookkeeping from bank statements: gather, convert, verify, categorize and reconcile.
Guides & comparisons11 min read
Bank Statement CSV Format Explained (With Examples)
What a bank statement CSV looks like, the common column layouts, date and sign conventions, encoding, and how to fix files that won't import.
Guides & comparisons11 min read
Excel Formulas to Categorize Bank Transactions
Copy-ready Excel formulas to auto-categorize bank transactions: keyword lookups, XLOOKUP with wildcards, SUMIFS reports and rules that scale.
Bank guides11 min read
U.S. Bank Statement to CSV: Download and Convert
How we get U.S. Bank transactions into CSV: the online export, converting PDF statements, formatting for QuickBooks or Xero, and catching missing rows.
Bank guides11 min read
How to Convert a Citi Bank Statement to Excel
Turn Citibank checking and Citi credit card PDF statements into verified Excel sheets, with download tips, balance checks and cleanup steps.
Bank guides11 min read
Navy Federal Statement to Excel: Complete Guide
Convert Navy Federal Credit Union statements to Excel or CSV, handle combined statements with several accounts, and verify every balance.
Bank guides11 min read
How to Convert an Amex Statement to Excel
Convert American Express statements to Excel: downloads vs. PDFs, handling additional cardholders, signs, foreign charges and balance checks.
Bank guides11 min read
How to Export a Capital One Statement to CSV
Get Capital One credit card and bank transactions into CSV: download options, converting PDF statements, sign conventions and import-ready formatting.
Bank guides11 min read
Bank of America Statement to Excel, Step by Step
Convert Bank of America PDF statements to Excel: where to download them, how to convert, how to verify balances, and cleanup tips for bookkeeping.
Bank guides11 min read
Wells Fargo Statement to CSV: A Practical Guide
How to get Wells Fargo transactions into a CSV file, from the online download to converting PDF statements, plus checks that catch missing rows.