Articles and updates on bank statement conversion, reconciliation and automation.
An S corp owner gets paid two ways, and QuickBooks handles them in completely different places. Here is how to record a reasonable salary and shareholder distributions correctly, and why mixing them up costs you.
Read articleConvert a bank statement to JSON by running the PDF through a converter or API that returns structured objects, one per transaction, with typed fields for date, description, amount, and balance. JSON is the format to use when statement data feeds an app, a database, or a bookkeeping pipeline rather than a spreadsheet.
Read articleBank statement converters are usually priced by pages per month, with free tiers covering a handful of pages, paid plans running roughly $15 to $60 a month for a few hundred to a few thousand pages, and API or enterprise pricing metered per page. Here is how the pricing models compare and how to pick one.
Read articleConvert a bank statement to Google Sheets by turning the PDF into a clean CSV, then importing that CSV into a sheet with File, Import. Google Sheets cannot read a PDF directly, so the CSV step is what gives you sortable, formula-ready rows.
Read articleYes, you can convert a scanned or photographed bank statement to Excel using an OCR-based converter that reads the image, recognizes each transaction, and maps it into rows. Accuracy runs about 90 to 98% on clear scans. Here is how it works and how to get the cleanest result.
Read articleTo convert a password-protected bank statement PDF to Excel, open it with the password your bank set, save an unlocked copy, then run that copy through a bank statement converter. Here is why statements are locked, how to unlock yours, and how to get clean Excel or CSV output.
Read articleConvert multiple bank statements at once by uploading a batch of PDFs to a converter that queues each file, keeps every account separate, and returns one clean Excel or CSV per statement. Here is how bulk conversion works and how many files you can process in a run.
Read articleRevolut Business connects to QuickBooks Online, but the feed reaches back 90 days at most, syncs settled transactions only, and QuickBooks Desktop is not supported at all. Here is every route in, how to handle Revolut's currency accounts, and how to backfill the months the feed never touched.
Read articlePayoneer documents a QuickBooks Online feed, but only for UK and EEA customers, and the export menus offer CSV and PDF, never a QBO file. Here is how a US freelancer, agency, or marketplace seller gets Payoneer activity into QuickBooks, keeps currencies straight, and ties the books to the 1099-K.
Read articleClover connects to QuickBooks only through third-party apps, and those apps sync daily sales summaries, not the fees, chargebacks, and net deposits on the merchant statement. Here is how a restaurant or shop gets the complete Clover picture into QuickBooks, and why deposits never match sales until you do.
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