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Fiverr Pro
English
$
USD
I will convert bank statements and credit cards to excel or CSV
Bookkeeping,QuickBooks,Xero,Excel and Wave
Hi, I'm a dedicated small business bookkeeper with 1 year of hands-on experience in QuickBooks Online, Xero, and Wave.
I help businesses with daily transaction recording, bank reconciliation, accoun...
About this Gig
Do you have bank statements, credit card statements, Shopify, Amazon, PayPal, Stripe, eBay, or Walmart reports that need to be converted, cleaned, and organized for bookkeeping?
You're in the right place!
I will convert your financial or e-commerce transaction data into Excel/CSV, clean and format the data, categorize transactions, and prepare or upload it into QuickBooks Online (QBO) or Xero.
I can work with:
- Bank Statements
- Credit Card Statements
- Shopify Reports
- Amazon Reports
- PayPal Transactions
- Stripe Transactions
- eBay Reports
- Walmart Reports
My service includes:
- Bank statement to Excel
- PDF/CSV/Excel data conversion
- Transaction cleanup & formatting
- Income & expense categorization
- Duplicate/error checking
- QBO/Xero transaction import or entry
- Bank & credit card reconciliation
- Bookkeeping cleanup and organization
Why choose me?
- QuickBooks Online & Xero bookkeeping experience
- Accurate and organized work
- Confidential handling of financial data
- Clear communication and timely delivery
Message me before ordering if you have a large file or multiple accounts.
I can provide a custom offer based on your transaction volume and requirements.
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 types of financial reports can you convert?
I can work with bank statements, credit card statements, Shopify reports, Amazon reports, PayPal transactions, Stripe transactions, eBay reports, and Walmart reports and convert them into organized Excel or CSV files.
Can you convert a PDF bank statement into Excel or CSV?
Yes. I can convert supported PDF bank statements into Excel/CSV, clean the transaction data, and organize it into a bookkeeping-ready format.
Can you convert Shopify or Amazon reports into Excel/CSV?
Yes. I can convert Shopify and Amazon transaction reports into Excel or CSV and organize the data for bookkeeping and accounting purposes.
Can you categorize my transactions?
Yes. I can categorize transactions according to the information provided and your existing bookkeeping/accounting structure, such as income, advertising, software, supplies, fees, shipping, meals, and other business expenses.
Can you upload the transactions into QuickBooks Online?
Yes. I can prepare and, where access and the required import method allow, upload/import or enter transactions into QuickBooks Online (QBO) and help organize the bookkeeping records.
Do you provide bank reconciliation?
Yes. Bank and credit card reconciliation can be included in the Standard or Premium package, depending on the transaction volume and account requirements.
What information do you need from me?
Usually, I need the source reports/statements, preferred Excel/CSV format, date range, business/account information, and your bookkeeping categorization requirements. For QBO/Xero work, the necessary access or approved import files may also be required.
Will you keep my financial information confidential?
Yes. I treat client financial information as confidential and use the information only for the agreed bookkeeping/data-conversion work.
Can you work with e-commerce businesses?
Yes. I can help organize transaction data from Shopify, Amazon, PayPal, Stripe, eBay, and Walmart and prepare it for bookkeeping in Excel/CSV, QuickBooks Online, or Xero.
Reviews
1 reviews for this Gig
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S sofia_mark2
United States
Excellent work! The seller accurately converted my bank statements from into a well-organized Excel file. Everything was clear, accurate, and professionally formatted. Great communication and delivered exactly as requested. Highly recommended!
$50
Price
2 days
Duration
S 
Seller's Response
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
S sofia_mark2
United States
Excellent work! The seller accurately converted my bank statements from into a well-organized Excel file. Everything was clear, accurate, and professionally formatted. Great communication and delivered exactly as requested. Highly recommended!
$50
Price
2 days
Duration
S Seller's Response
Helpful?
