Articles and updates on bank statement conversion, reconciliation and automation.
QuickBooks Online now reads a PDF statement with AI, under a 350 KB cap, and it imports bank transactions from a CSV or Excel file in one of two exact column layouts. Here is every method, the format QuickBooks requires, and the errors that block most uploads.
Read articleQuickBooks Desktop cannot read a PDF or open a raw Excel file directly. It imports a QBO (Web Connect) file, an IIF file, or a mapped CSV. Here is how each method works, the exact column layout, and what to do when Desktop bank feeds stop working on an older version.
Read articleWhen you are months behind on the books, your bank statements are the system of record. Here is how to use them to catch up a year of bookkeeping in days, not weeks.
Read articleBank statements are how most self-employed filers rebuild a year of income and expenses at tax time. Here is how to organize them, convert the PDFs to a spreadsheet, and keep the records the IRS expects.
Read articleAlly Bank lets you download CSV, QFX and OFX. Here is how to export Ally transactions to Excel and convert older statement PDFs in one batch.
Read articleCitizens Bank lets you download CSV, OFX, QBO and QIF. Here is how to export Citizens transactions to Excel and convert older statement PDFs in one batch.
Read articleM&T Bank does not offer a CSV download from online banking. Here is how to get M&T transactions into Excel and convert statement PDFs to CSV in one batch.
Read articleUSAA lets you download account activity as CSV or OFX. Here is how to export USAA transactions to Excel and convert older statement PDFs in one batch.
Read articleChase online banking exports recent activity as CSV, QFX, or QBO, but the download is capped and skips older months. Here is how to export Chase transactions to Excel and convert statement PDFs that the activity feed leaves out.
Read articleRegions Bank lets you download account activity as CSV or OFX. Here is how to export Regions transactions to Excel and convert older statement PDFs in one batch.
Read articleCancel anytime from your account settings · refund policy
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