Guides
Guides to converting and importing bank statements
Written by doing the thing in the actual software and writing down what happened, on the date shown. Where we are unsure, we say so.
QuickBooks · 6 minImport a bank statement into QuickBooks Online without mapping columnsThe CSV route makes you map columns and fails on a file size limit. A QBO Web Connect file skips all of it. Here is the whole process.Troubleshooting · 4 minOpen a password-protected bank statement PDFEmailed statements are usually encrypted, especially in India. What the password normally is, and how to convert one without the password leaving your device.Accuracy · 7 minHow we measure accuracy, and why we do not claim a perfect scoreAn accuracy percentage from a test set you cannot see tells you nothing you can check. Here is the arithmetic that makes those numbers misleading, and what we report instead.Checking · 5 minConverted statement does not balance? Find the wrong rowA row marked Check is the conversion telling you where to look. What the message means, and why some rows get a fix button and others do not.Checking · 4 minCredit card statements have no running balanceCard statements print no balance on each row, so the strongest check cannot run. What is still checked, and what to check by hand.Batches · 5 minConvert a year of bank statements in one goTwelve PDFs, one table. How overlapping statements merge, which rows are dropped as duplicates and which are not, and why the export may be several files.Files · 4 minYour bank statement is a scan. What to do about itA scanned or photographed statement has no text to read, so it cannot be converted here. How to tell, why guessing is worse than refusing, and where to get a readable copy.
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