BankSheet

US · Supported bank

American Express statement to CSV & Excel

American Express charge and card statements need careful debit/credit handling for workpapers. BankSheet structures amounts for spreadsheet review and accounting imports.

What BankSheet does with American Express statements

Upload a text-based American Express PDF, preview debit/credit rows, confirm the opening-to-closing balance check, then download CSV or Excel with Standard, QuickBooks-ready, or Xero-ready presets. Built for bookkeepers — not a generic table dump. See pricing, QuickBooks import, or Xero import.

Tips for American Express PDFs

  • Confirm whether payments appear as credits on your Amex PDF.
  • Review warnings if the layout looks nonstandard.
  • Keep short retention in mind — download your Excel promptly.

FAQ

Can Amex statements export to QuickBooks?
Use the QuickBooks preset after parsing to align column headers for import.
Do you store Amex PDFs?
No long-term PDF storage. Uploads are processed in memory and discarded shortly after.

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