Articles
Get your data in, first time
Practical guides for importing bank statements, exports and PDFs into the software you use. Written for bookkeepers, accountants and operations teams.
7 Oct 2026 · 2 min read
Dates swapped after a bank import? How to fix DD/MM vs MM/DD for good
Why 12 June turns into 6 December when you import a bank file into QuickBooks or Xero, how to spot it, and how to fix the dates before importing.
Read the article →7 Oct 2026 · 1 min read
QuickBooks Online says your bank file is too large? The 350 KB limit explained
QuickBooks Online rejects bank upload files over 350 KB. How to make the file smaller or split it so every transaction imports once.
7 Oct 2026 · 3 min read
Bank CSV won't import into QuickBooks Online? 8 fixes that solve almost every case
Why QuickBooks Online rejects bank CSV files ("error importing", dates swapped, wrong amounts) and the exact changes that make the file import first time.
6 Oct 2026 · 1 min read
Excel Power Query, manual cleanup or a tool: what to use for messy import files
An honest comparison of three ways to prepare bank statements, PDFs and contact lists for QuickBooks, Xero or a CRM: when each one is the right choice.
6 Oct 2026 · 2 min read
How to turn a PDF bank statement into a CSV for Xero or QuickBooks (without retyping)
Three ways to get transactions out of a PDF bank statement and into Xero or QuickBooks Online, from free manual methods to a two-minute automated one.
5 Oct 2026 · 2 min read
How to extract data from hundreds of PDF invoices into one Excel file
A practical way to pull invoice numbers, dates, totals and line items out of many PDF invoices from the same supplier into a single spreadsheet, and check the totals.