I will convert bank statements to CSV and excel
QuickBooks Bookkeeper , QuickBooks Clean up and Xero monthly Bookkeeping
About this Gig
I will accurately convert your bank statements into well-organized CSV or Excel files tailored to your needs. With expert attention to detail and solid accounting knowledge, I deliver data that is accurate, clean, and formatted for easy upload or analysis.
My Services Include:
- Convert PDF or scanned bank statements into CSV/Excel
- Separate columns for Date, Description, Debit, Credit, and Balance
- Format CSV for QuickBooks, Xero, or Zoho compatibility
- Manual accuracy checks
- Support for multiple months or accounts
- Bank reconciliation (on request)
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
FAQ
What documents do you need from me?
Please provide your bank statements in PDF or scanned format and specify your preferred output (CSV, Excel, or both).
Can you convert statements from any bank?
Yes, I can process statements from most banks worldwide. Contact me if you have a unique format.
Is my financial data safe with you?
Absolutely. Your confidentiality is guaranteed, and your files are securely handled and deleted after delivery.
Will the CSV/Excel work with QuickBooks/Xero/Zoho?
Yes, I format files to be compatible with leading accounting software. Let me know your preference.
Can I request bank reconciliation or extra customization?
Yes! Bank reconciliation and custom formatting are available on request.

