Export and import guide
Get the file right before you import.
Conversion extracts your rows. A successful import also needs the right file format, column mapping and a final review in your accounting software.
On this page
A small, inspectable example
These three rows are fictional. The download uses the same standard CSV generator as the converter: Date, Description, Debit and Credit. An additional Category column can appear when categories are available.
| Date | Description | Debit | Credit |
|---|---|---|---|
| 01/09/2026 | Fictional client payment | 1200.00 | |
| 02/09/2026 | Fictional office supplies | 84.50 | |
| 03/09/2026 | Fictional monthly software | 29.00 |
Choose a format on your plan
Try a PDF without an account. The free preview and CSV download include up to the first 50 transactions. Exports are files you import into your accounting software. ConvertBank does not connect to your bank or sync transactions directly to an accounting platform.
- Free
- CSV
- Starter
- CSV
- Professional
- CSV, Excel (XLSX), QBO, QFX
- Business
- CSV, Excel (XLSX), QBO, QFX, JSON
A CSV opens in spreadsheet software; it is a different format from an Excel workbook. Check plan allowances before upgrading for a particular export.
Review before importing
- Compare the extracted rows against the original PDF. Check dates, descriptions, debit/credit signs and missing or duplicate transactions.
- Check the opening balance plus money in minus money out against the closing balance, where available. A preview limited to 50 rows cannot establish completeness of a longer statement.
- Choose the correct account and date range in your destination software. Check for rows already present from another import or a bank feed.
- Use the destination's current template or column-mapping screen. Import a small checked sample first, then reconcile the results.
Follow your software’s import guide
Menus, file limits and accepted formats vary by product and region. Use the documentation for your own edition. These links describe file imports, not a connected ConvertBank integration.
Xero
Import a CSV statement into the correct bank account, map its columns and check the statement lines before reconciling.
Xero statement-import documentationQuickBooks Online
Use a transaction-list file, select the destination account and match the date, description and amount columns. Review the selected rows before confirming.
Intuit manual-upload documentationSage Accounting
Use the import guide for your Sage product to check required headers, date order and money-in/money-out columns. Review the transactions before importing.
Sage Accounting statement-import documentationOfficial documentation checked 14 September 2026. Software behavior can change.