Guides
Bank statements, QuickBooks imports and bank file formats, explained.
How to view and download a Bank of America bank statement in Online Banking or the app, order older copies, go paperless, and convert it to Excel or CSV.
Chase Bank Statement: How to View, Download, and Convert ItHow to view and download a Chase bank statement on chase.com or in the Chase Mobile app, how far back statements go, and how to export to Excel or CSV.
Chime Bank Statement: How to Download It in the App or OnlineHow to download a Chime bank statement in the app or on chime.com, when statements are ready, what to do if you can't log in, and converting it to Excel.
How to Get a Bank Statement: Online, App, Branch, Phone, or MailHow to get a bank statement online, in your bank's app, at a branch, by phone, or by mail, plus how to get older statements and ones for closed accounts.
Bank Statement for Apartment Applications: What Landlords Look ForWhy landlords ask for a bank statement for an apartment, how many months to send, what they check, how to download official PDFs, and alternatives.
How to Reconcile a Bank Statement: A Step-by-Step GuideLearn how to reconcile a bank statement step by step, handle outstanding checks and bank fees, track down differences, and reconcile in QuickBooks.
How Long to Keep Bank Statements: IRS Rules for Personal and BusinessHow long to keep bank statements for taxes, business records, and everyday use under IRS rules, plus how to shred old ones and get copies from your bank.
Import Bank Transactions into QuickBooks Desktop: QBO File Import GuideImport bank transactions into QuickBooks Desktop with a .qbo Web Connect file, fix failed imports, avoid duplicates, and convert CSV or Excel files first.
Bank Statement in Spanish: Translation, Vocabulary, and Example PhrasesBank statement in Spanish is estado de cuenta, with regional terms like extracto bancario, plus a vocabulary table, example phrases, and translation tips.
QBO vs QFX vs OFX vs QIF vs CSV: Bank File Formats ExplainedQBO vs QFX vs OFX vs QIF vs CSV: what each bank file format is, which programs accept it, and which converter to use for QuickBooks, Quicken, or GnuCash.
PNC Bank Statements: How to View, Download, and Export TransactionsHow to view and download PNC bank statements in Online Banking or the PNC Mobile app, how far back they go, paper statement fees, and exporting data.
Proof of Funds Letter: What It Is and How to Get One From Your BankWhat a proof of funds letter is, when sellers and lenders want one, what it includes, how to get one from your bank, and how it differs from a statement.
Wells Fargo Bank Statements: How to View, Download, and Export ActivityHow to view and download Wells Fargo bank statements online or in the app, how far back they go, closed accounts, and exporting activity to a spreadsheet.
What Is a Bank Statement? Parts, Uses, and How to Read OneLearn what a bank statement is, what each part shows, how often banks send one, how to read transaction codes, and what statements are used for.
What Is a Bank Certificate? Account Letter vs Certificate of DepositLearn what a bank certificate is, how it differs from a bank statement and from a certificate of deposit (CD), and how to request one from your bank.