Which export formats are available?

Bank-statements.co exports Excel, CSV, QBO, OFX, QIF, and JSON from a single uploaded statement PDF.

Is this suitable for accountants and bookkeepers?

Yes. The service is designed for bookkeeping cleanup, catch-up work, reconciliation, and client statement processing across multiple banks and accounting systems.

Is bank statement data handled securely?

Uploads are encrypted in transit and stored securely. Users can delete files when they are no longer needed, and financial data is used to provide the conversion service.

Bank statement import problem

Fix missing bank feed transactions with statement-based imports

Bank feed missing transactions in QuickBooks, Xero, or bookkeeping software? Convert PDF bank statements to import-ready CSV, QBO, OFX, or Excel.

For Bookkeepers, accountants, and small businesses with broken bank feeds · Last updated June 2, 2026

Why this happens

Bank feeds disconnect, skip historical periods, or miss transactions. When the feed cannot be trusted, the original bank statement becomes the source of truth.

Common signs

Bank feed has date gaps

Bank balance does not match the ledger

Old transactions are unavailable from the bank feed

Manual reconciliation is blocked by missing rows

How bank-statements.co helps

Upload the PDF statement, extract every transaction, then export a file that matches your accounting system. Use QBO for QuickBooks, Xero CSV for Xero, OFX/QIF for finance tools, or Excel for review.

Destination presets for accounting software

Date-range and duplicate-import warnings

Reconciliation checks for totals and balances

Batch processing for multiple months

Recommended workflow

1. Upload the original statement PDF.
Use the source bank statement rather than a manually edited spreadsheet whenever possible.
2. Review extracted rows before import.
Check dates, descriptions, debits, credits, and balances. Pay special attention to ambiguous dates and signed amounts.
3. Choose the destination export.
Use QBO for QuickBooks where possible, Xero CSV for Xero, QIF for Quicken, or generic CSV/Excel for review and cleanup.
4. Import and reconcile.
Import the converted file into your accounting system, then reconcile against the original statement.

Product roadmap fit

This problem maps directly to the product roadmap for destination presets, export-time date controls, preview warnings, reconciliation checks, bookkeeper batch workflows, and stronger security messaging.

Read about security | Bookkeeper workflow

Fix this with a clean bank statement export

Upload a statement PDF and download an accounting-ready file in the format your workflow needs.

Convert PDF statements Import into QuickBooks