Guides
Practical, step-by-step guides for getting bank statement data where it needs to go.
Import a bank CSV into QuickBooks Online
The exact column format QuickBooks expects, upload steps, and common errors.
Import a bank CSV into Xero
Date/Amount/Payee/Description format, upload steps, and the region date-format trap.
Clean up bank statement data in Excel
Fix text-formatted numbers, ambiguous dates, split debit/credit, remove duplicates and categorize.