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Guides

These guides show how to import a converted bank statement into QuickBooks Online (QBO, QFX or CSV, up to 350 KB and 1,000 lines) and Xero (CSV with Date and a signed Amount), each based on the official Intuit or Xero help article.

Updated October 29, 2026

Practical, sourced instructions for getting statement data into your accounting software.

QuickBooks Online

Upload a QBO or CSV file, file limits and common errors.

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Xero

Import a statement CSV, column mapping, date formats and sign rules.

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Accuracy

How each conversion is checked against the statement balances.

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