Guides

• Reconcile opening and closing balances

  How running balances on the PDF prove your export is complete.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• QBO vs CSV for QuickBooks import

  When to use Web Connect QBO files versus flat CSV imports.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• How to import bank statements into QuickBooks

  Steps to convert PDF statements to QBO and import without duplicate FITIDs.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• Credit card CSV sign conventions

  Purchases, payments, and liability polarity explained.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• Convert scanned bank statements

  Vision extraction for image-only PDFs and phone photos.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• Convert PDF bank statement to CSV

  Why CSV still matters for bookkeeping pipelines and how to keep dates and amounts clean.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• Convert HSBC UK statement to CSV

  UK date order and GBP amounts in a reconciled CSV.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• Convert Chase statement to Excel

  Export Chase checking PDFs to XLSX with a Summary sheet and reconciled balances.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• Batch converting client statements

  Workflow tips for merging multiple months and spotting duplicates.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

• Bank statement to Xero CSV format

  Exact Xero column order and signed amounts for bank feeds.

  Mon Sep 01 2025 00:00:00 GMT+0000 (Coordinated Universal Time)