Bank statement conversion guides

Practical guides for converting a statement PDF and choosing Excel, CSV, or an accounting file.

• How to convert a bank statement PDFUpload a text-based statement PDF, review the transactions, and download Excel, CSV, or an accounting file.
• CSV, Excel, or OFX for a bank statementChoose Excel to review rows, CSV to import a flat file, or OFX, QBO, and Xero CSV when accounting software should read the transactions.

Formats