Guides & articles – page 2
Accounting software · 2026-09-25 · 11 min read
How to Import Bank Statements into Wave Accounting
Import bank statement files into Wave: prepare a clean CSV, upload it to the right account, review and categorize transactions, and reconcile the result.
Bank guides · 2026-09-24 · 11 min read
How to Get Old Bank Statements (Even Closed Accounts)
Where to find old bank statements online, how to request older or closed-account statements from your bank, what to expect, and how to digitize them.
Reconciliation · 2026-09-24 · 11 min read
Opening Balance Doesn't Match Bank Statement? Fix It
Why your opening balance doesn't match the bank statement in QuickBooks, Xero or a spreadsheet, how to find the cause, and how to fix it safely.
Bank guides · 2026-09-23 · 11 min read
Barclays Statement to CSV for Xero, QuickBooks and Excel
Turn Barclays and Barclaycard statements into clean CSV files for Excel, Xero, QuickBooks or FreeAgent, with UK date formats and balance checks.
Reconciliation · 2026-09-23 · 11 min read
Outstanding Checks and Deposits in Transit Explained
What outstanding checks and deposits in transit are, how they affect a bank reconciliation, worked examples, and what to do with stale items.
Guides & comparisons · 2026-09-22 · 11 min read
How to Clean Bank Statement Data in Excel (Step by Step)
Clean messy bank statement data in Excel: fix text dates and amounts, merge debit and credit columns, tidy descriptions, remove junk rows, verify totals.
Bank guides · 2026-09-22 · 11 min read
HSBC Bank Statement to Excel (UK and International)
Convert HSBC bank statements to Excel: UK date formats, Paid in and Paid out columns, transaction codes, multi-currency accounts and balance checks.
Bank guides · 2026-09-21 · 11 min read
Discover Card Statement to Excel: Step-by-Step
Convert Discover credit card and bank statements to Excel, handle cashback credits, refunds and interest, and verify the new balance before you use it.
Reconciliation · 2026-09-21 · 11 min read
How to Reconcile a Bank Statement in Google Sheets
Reconcile a bank statement in Google Sheets step by step: import transactions, match them with formulas, list outstanding items and prove the balance.
Bank guides · 2026-09-20 · 11 min read
Ally Bank Statement to CSV: Export and Convert
Get Ally Bank checking and savings transactions into CSV: the online export, converting PDF statements, interest lines, transfers and clean imports.
Accounting software · 2026-09-20 · 11 min read
Convert a Bank Statement PDF to a QBO File for QuickBooks
How to convert a PDF bank statement to a QBO (Web Connect) file for QuickBooks: what QBO files are, when to use them over CSV, and import tips.
Bank guides · 2026-09-19 · 11 min read
TD Bank Statement to Excel or CSV: A Practical Guide
Convert TD Bank (US) and TD Canada Trust statements to Excel or CSV, handle date formats and currencies, and verify balances before you import.