How to Prepare a Bank CSV for Accounting Software
A practical checklist for cleaning headers, dates, amounts, descriptions and duplicates before importing transactions.
Read guide →Financial file conversion guides
Original, practical explanations for preparing, converting and validating transaction files.
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Common QuickBooks CSV Import Errors and How to Fix Them
Troubleshoot headers, dates, amount signs, blank rows and duplicate transactions before a manual bank CSV import.
Read guide →Xero Bank CSV Formatting Guide
Understand the core fields and checks that help produce a clean CSV for a manual Xero bank statement import.
Read guide →How to Find Duplicate Bank Transactions in a CSV
Use a safer multi-field method to locate repeated transactions without deleting legitimate same-day payments.
Read guide →Debit and Credit Columns vs a Signed Amount Column
Learn how the two common bank CSV layouts represent money in and money out, and how to convert between them.
Read guide →OFX, QFX and QBO Files: What Is the Difference?
A plain-language overview of related financial exchange files and what to check before converting them to CSV.
Read guide →QIF to CSV Conversion Checklist
Check transaction boundaries, dates, amounts, payees and memo fields when converting older QIF exports.
Read guide →MT940 Statement Conversion Guide
Understand common :61: and :86: fields, debit and credit signs, and the limits of lightweight MT940 conversion.
Read guide →CAMT.053 XML Explained for CSV Users
A simple explanation of ISO 20022 statement entries, booking dates, value dates, debit/credit indicators and remittance text.
Read guide →How to Protect Financial Data When Using Online File Tools
A privacy checklist for choosing and using converters with bank statements, transaction exports and accounting files.
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