Conversion guides

Better exports start
with better checks.

Read practical guidance on bank statement extraction, reconciliation and keeping a reliable link to the source document.

QuickBooks bank CSV examples for 3 and 4 columns

Follow a $125.50 purchase and a $25.50 refund through both layouts. Download the two files and check which column to map to money out.

Check your organization’s PDF import options and follow two November transactions through a day-first CSV.

Choose an import route GUIDE · 6 MIN

Follow the document from upload to reviewed rows, check balances and keep the original statement alongside the spreadsheet.

Download five transactions and trace a $4.28 closing balance difference in Excel.

Work through the example GUIDE · 5 MIN

Learn what changes when a page is an image rather than selectable text, and how to prepare a cleaner source file.