Bank statement and bookkeeping guides
Bank file formats, importing statements into QuickBooks, Quicken and Xero, fixing import errors, and getting transactions out of each bank.
Formats and workflows
What QBO, QFX, OFX and import CSV files contain, and how to work through statements during cleanup and reconciliation.
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Bank statement reconciliation: what it is and how to do it
What bank statement reconciliation means, how reconciling items explain differences, and how to reconcile in QuickBooks Online and Xero, with a worked example.
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Bookkeeping cleanup checklist for bank statements
A practical bookkeeping cleanup checklist: collect every statement, set the opening balance, import without overlap, reconcile, clear duplicates, keep records.
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Catch-up bookkeeping: how to bring old months up to date
How to catch up on bookkeeping: choose the starting balance, get old statements, convert PDFs when downloads stop short, and reconcile statement by statement.
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DocuClipper alternative: how StatementLoom compares
DocuClipper and StatementLoom side by side: scanned PDFs, balance checks, output formats, free use and prices as listed on 22 October 2026.
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Import CSV into QuickBooks: format, upload and fixes
How to format a bank CSV for QuickBooks Online in 3 or 4 columns, upload it, handle credit card signs, and what QuickBooks Desktop supports instead.
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OFX file: what it is and how to open one
An OFX file is a bank download in Open Financial Exchange format. What is inside, which programs import it, and how to open or convert one.
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QBO file: what it is and how to open or import one
A QBO file is the QuickBooks Web Connect bank download, built on OFX. What is inside, how to import it into QuickBooks, and how to open or check one.
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QFX file: what it is and how to open or import one
A QFX file is the Quicken Web Connect bank download. What is inside, how to import it into Quicken, and how to open or check one without Quicken.
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Xero CSV template: columns, signs and date formats
The fields a Xero bank statement CSV needs, how to sign amounts and write dates, the 100,000-row limit, and how to import the file into Xero.
Import errors
What a QuickBooks or Xero import error means and what to try first.
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QuickBooks duplicate transactions: causes and fixes
Why QuickBooks shows duplicate bank transactions, how to remove them in QuickBooks Online and Desktop, and how to import bank files without overlap.
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QuickBooks error OL-222: what it means and how to fix it
QuickBooks Desktop for Mac shows error OL-222 after a .qbo import: what Intuit says causes it, the fixes it lists and how to check the file.
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QuickBooks unable to verify financial institution: fixes
What the QuickBooks Desktop Web Connect error about verifying the financial institution means, the fixes Intuit lists, and what to try if it persists.
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Xero bank statement import: fixing common problems
Why a bank statement won't import into Xero, or imports twice: file formats, PDF limits, the 100,000-row CSV cap, date prompts, duplicates and balances.
Banks
How to download transactions from each bank, and what to do when only a PDF statement is left.
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How to download Chase transactions as a CSV file
Chase's Spending Planner downloads CSV, QFX, QIF or QBO files for the last two years on desktop. Older periods come from PDF statements.
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How to export a Bank of America statement to Excel
What Bank of America's help pages say about statements and transaction downloads, and how to turn a PDF statement into an Excel file.
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How to export Wells Fargo transactions
Wells Fargo's Download Account Activity covers 90 days by default and up to 18 months. Formats, history limits, and what to do for older periods.
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HSBC CSV statement: how to download transactions as CSV
HSBC UK statements download as PDF, but the transactions list exports CSV or Excel. Steps, business options, and older periods.
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Lloyds statement to Excel: export options
Lloyds statements are PDFs, kept 7 years online. What Lloyds offers for CSV export, and how to turn a PDF statement into Excel.