Bank statement converter help center

Guides for every step: which PDFs work, choosing pages, reviewing transactions, exporting, billing and deleting files.

Most questions come up at the same moments: right after upload, when a check flags a row, and when it is time to export or pay. Each article below explains what the product does at that moment, what it deliberately does not do, and what you can change yourself. If a conversion fails, look for the request ID on the job first — it lets support find the problem without opening your statement. Articles are updated whenever the product rules change, and each one links to related topics so you can keep reading without starting a new search.

Guides

How to convert a bank statement PDF to ExcelTurn a PDF bank statement into clean Excel rows: get the right file, unlock password-protected PDFs, combine months, and check that nothing is missing.How to import a PDF bank statement into QuickBooksGet transactions from a PDF bank statement into QuickBooks Online: the CSV layout it accepts, the upload steps, and fixes for the import errors people hit most.How to import a PDF bank statement into XeroLoad transactions from PDF bank statements into Xero: the CSV it accepts, Import a statement step by step, fixing common errors and avoiding duplicates with your bank feed.Will my bank statement work?Which banks, countries and file types work — downloaded PDFs, scans, photos and screenshots — plus password-protected files, credit card statements and what isn't a statement.Bank statement CSV formatThe bank statement CSV format explained: columns, date and amount rules, delimiters and encoding — plus fixes when Excel shows it in one column or with broken characters.

Reviewing results

Why didn't my statement convert?What "No transactions were found", failed pages and wrong results mean, what to try next, and how to get pages back when a result is unusable.Reviewing transactionsHow to use the review workspace: source pages, the balance check, flagged rows, possible duplicates and safe edits you can undo at any time.

Uploading

Choosing pages to convertHow page ranges work, how your 5 free pages a day are applied, what a partial statement means, and why nothing is charged until you confirm.

Exporting

Exporting CSV and ExcelExport options explained: column layouts, balance and source columns, delimiters, partial exports and exporting with warnings.

Pages and billing

Pages and billingHow pages are counted and charged, which credits are used first, when pages expire, and how cancellations and refunds work for each plan.

Privacy and deletion

Deleting filesWhen uploaded statements are deleted for guests and account users, how to delete files early, and what stays in your history afterward.

Still stuck?

Send a message with your request ID and we'll reply within 2 business days.

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