Guides & articles – page 9
Use cases11 min read
Bank Statements for Divorce Financial Disclosure
How to gather, organize and summarize bank statements for divorce financial disclosure: what's usually requested, spreadsheets that help, and pitfalls.
Use cases11 min read
PPP Loan Records: Organizing Bank Statements for Review
How to organize bank statements as PPP loan documentation for an SBA or lender review: payroll and eligible costs, tracing, and record retention.
Accounting software11 min read
Import Bank Statements into Sage Accounting (CSV Rules)
Import bank statements into Sage Accounting: CSV templates Sage accepts, OFX and QIF tips, date formats, start dates, duplicates and reconciliation.
Use cases11 min read
Preparing Bank Statements for an Audit: A Checklist
How to prepare bank statements for a financial audit or tax review: complete sets, reconciliations, schedules auditors ask for, and common gaps.
Accounting software11 min read
Import Bank Statements into FreshBooks (CSV Guide)
Bring bank statement transactions into FreshBooks: manual bank accounts for reconciliation, the CSV layout, expense imports, limits and common fixes.
Use cases11 min read
Bank Statements for a Mortgage or Loan Application
What lenders look for in bank statements, how to find large deposits and recurring payments before the underwriter does, and how to send a full package.
Accounting software11 min read
How to Import Bank Statements into Wave Accounting
Import bank statement files into Wave: prepare a clean CSV, upload it to the right account, review and categorize transactions, and reconcile the result.
Bank guides11 min read
How to Get Old Bank Statements (Even Closed Accounts)
Where to find old bank statements online, how to request older or closed-account statements from your bank, what to expect, and how to digitize them.
Reconciliation11 min read
Opening Balance Doesn't Match Bank Statement? Fix It
Why your opening balance doesn't match the bank statement in QuickBooks, Xero or a spreadsheet, how to find the cause, and how to fix it safely.
Bank guides11 min read
Barclays Statement to CSV for Xero, QuickBooks and Excel
Turn Barclays and Barclaycard statements into clean CSV files for Excel, Xero, QuickBooks or FreeAgent, with UK date formats and balance checks.
Reconciliation11 min read
Outstanding Checks and Deposits in Transit Explained
What outstanding checks and deposits in transit are, how they affect a bank reconciliation, worked examples, and what to do with stale items.
Guides & comparisons11 min read
How to Clean Bank Statement Data in Excel (Step by Step)
Clean messy bank statement data in Excel: fix text dates and amounts, merge debit and credit columns, tidy descriptions, remove junk rows, verify totals.