Guides
Short, practical explanations of bank statement files and how to move their data into the software you use.
- How to import a bank statement into MYOBImport a PDF bank statement into MYOB: convert it to OFX, then use Import statement in MYOB Business or Get Statement in AccountRight. Covers dates, limits and checks.Oct 12, 2026
- Bank statement formats: PDF vs CSV vs OFX (and which to use)Compare bank statement formats PDF, CSV, Excel, OFX, QFX, QBO and QIF. See which one your accounting or spreadsheet software needs, and how to get it.Oct 11, 2026
- How to combine bank statements in ExcelCombine 12 monthly bank statements into one Excel table with Power Query or copy-and-stack, remove duplicates safely and check totals against each statement.Oct 11, 2026
- How to convert a scanned bank statement to Excel or CSVConvert a scanned or photographed bank statement to Excel or CSV with OCR. How to scan it cleanly, turn photos into a PDF, and check the numbers afterwards.Oct 11, 2026
- How to download bank statements from online bankingHow to download bank statements: where banks keep PDF statements, how far back they go, CSV export vs PDF, and how to open password-protected statement PDFs.Oct 11, 2026
- How to import a bank statement into FreshBooksImport a bank statement into FreshBooks from a PDF: convert it to CSV with Date and Amount headers, upload it in Accounting, and stay under the 500-row limit.Oct 11, 2026
- How to import a bank statement into Sage AccountingImport a bank statement into Sage Accounting from a PDF: convert it to CSV, match Sage's headers, pick the date order and fix reversed signs before you confirm.Oct 11, 2026
- How to import a bank statement into TallyImport a bank statement into TallyPrime: use the bank's Excel download, or convert the PDF to Excel and import it as vouchers. No Tally XML needed.Oct 11, 2026
- How to import a bank statement into WaveImport a bank statement into Wave by converting the PDF to CSV and uploading it under Transactions. Covers column layout, date and sign errors, and checks.Oct 11, 2026
- How to import a bank statement into XeroImport a bank statement into Xero step by step. Convert the PDF to CSV, map Date, Amount and Payee, and fix the date, sign and header errors that block imports.Oct 11, 2026
- How to import a bank statement into Zoho BooksImport a bank statement into Zoho Books: convert the PDF to CSV, upload it with Import Statement, map withdrawals and deposits, and pick the right date format.Oct 11, 2026
- What is an OFX file?OFX (Open Financial Exchange) is the file format banks use to send transactions to accounting and budgeting software. What's inside an OFX file, how it differs from QFX, QBO and CSV, and how to open one.Oct 11, 2026