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.