Guides

Bookkeeper guides

Methodology and import workflows that match what BankSheet (getbanksheet.com) actually emits — not generic SEO fluff.

• How we check balances

  Opening-to-closing math, ±0.02 tolerance, worked example, and what pass / fail / incomplete mean.

• Import bank CSV to QuickBooks

  Convert a statement PDF, export the QuickBooks preset, and import CSV into QuickBooks Online.

• Import bank CSV to Xero

  Export Xero-ready CSV from BankSheet and import bank lines into your Xero organization.

• Bank statement CSV formats (US & UK)

  Per-bank reference: date order (MM/DD vs DD/MM), sign conventions, balance labels and the CSV columns BankSheet writes. Free CSV download.

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