Guide

How to Upload and Convert Bank Statements in BankToBooks

Published

4 min read

A short walkthrough for uploading bank statements in BankToBooks.

Quick conversion

For a single statement export:

  1. Open the Convert page.
  2. Choose a PDF, CSV, XLSX, OFX, or QFX statement file.
  3. Run the conversion.
  4. Download the parsed transactions.

Customer workflow

For customer work, start from the Customers page and open the customer record before uploading statements.

Customers page with the Customers navigation item and a customer row highlighted.

Step 1: Open the Customers page, then select or create the customer.

Customer page with the Upload Files button highlighted.

Step 2: From the customer record, click Upload Files or drag statements into the Bank Statements section.

After upload

Customer uploads keep the file connected to the rest of the customer workflow, so you can manage accounts, review extracted transactions, adjust categorization, and export reports from the same customer record.

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