Accounting Software
14 guides. Each one lists the official pages it was checked against.
How to Format and Import Bank Statement CSV into QuickBooks Online
Format bank statement CSV files for QuickBooks Online without errors. Follow Intuit’s 3-column and 4-column layouts, date format and sign rules, and the 350 KB / 1,000-line limits.
How to Format and Import Bank Statement CSV into Xero
Format bank statement CSV files for Xero accounting. Follow Xero’s mandatory columns, single signed Amount rule, date formats and clean-up steps.
How to Import Bank Transactions from a CSV into FreshBooks
FreshBooks CSV import rules for bank reconciliation: required headers, 1-column and 2-column amounts, date rules, 500-transaction and 5 MB limits.
Import a Bank Statement CSV into GnuCash: Fields and Settings
What the GnuCash manual says about importing transactions from CSV: required columns, separators, date format, deposit and withdrawal columns, skipped lines and account matching.
Importing a Bank Statement File into MYOB: Formats and Limits
MYOB help lists OFX, QFX, QIF and OFC for bank statement import, not CSV. Formats, the 10 MB limit, date rules and where CSV is used instead.
How to Import a Bank Statement CSV into Sage Accounting
Sage help describes 3-column and 4-column CSV layouts for bank statement imports. Headers, the slash date rule, sign rules and what the pages leave unstated.
How to Import a Bank Statement CSV into Zoho Books
What Zoho Books help says about importing a bank statement: supported file types, the three amount column layouts, the DD-MM-YYYY date note and sign rules.
Importing Bank Transactions into QuickBooks Desktop: File Types
Which file types Intuit says QuickBooks Desktop uses for bank transactions: Web Connect (.qbo) files, how that differs from CSV and IIF imports, and what the help pages do not state.
Reconcile a Bank Statement in QuickBooks Online: Intuit’s Steps
How Intuit describes reconciling an account in QuickBooks Online: the ending balance and date, cleared transactions, the Difference figure, and what to check when it is not zero.
QuickBooks Online Bank Rules: How Intuit Describes Them
What bank rules do in QuickBooks Online according to Intuit: conditions, limits, rule order, auto-post, and why a rule may not fire on a downloaded transaction.
Categorize vs Match Bank Transactions in QuickBooks Online
How Intuit explains the For review tab in QuickBooks Online: when to match a downloaded transaction to an existing record, when to categorize, and what Post and Undo do.
Exclude or Undo Bank Transactions in QuickBooks Online
What Intuit says about excluding downloaded bank transactions in QuickBooks Online, undoing an exclusion, undoing a match, and why excluding differs from deleting.
Fix Duplicate Bank Transactions in QuickBooks Online
How Intuit says to confirm, find and remove duplicate bank transactions in QuickBooks Online, including overlapping file imports, and why exclude comes before delete.
Upload a PDF Bank Statement to QuickBooks Online: Intuit Steps
How Intuit describes uploading a PDF or image bank statement to QuickBooks Online, the side-by-side review, and how it differs from the CSV, QBO and OFX list upload.