I will convert bank statements to excel or CSV for quickbooks cleanup
Financial Document Cleanup and Spreadsheet Automation
About this Gig
Need bank or credit card statements turned into bookkeeping-ready Excel or CSV? I will extract, organize, and format the transactions so they are easier to review or import.
Your final file can include date, description, debit, credit, amount, balance, source statement/month, and notes for unclear entries. I can also structure columns to match a QuickBooks, Xero, Wave, or accountant-provided template when you provide one.
Best for small businesses, freelancers, bookkeepers, tax preparers, and cleanup projects where old statements need to become usable spreadsheet data.
Please message before ordering if the file is scanned, password protected, handwritten, very large, or needs a specific import format.
Privacy: I do not need or accept bank logins. Send files through Fiverr only.
Out of scope: I do not access accounts, move money, pay bills, reconcile books, prepare taxes, make legal or financial decisions, certify statements, or alter records for misrepresentation. I can flag unclear rows instead of guessing.
My Portfolio
FAQ
Can you convert scanned bank statements?
Yes, if they are readable. Poor scans or handwriting may need a custom quote.
Do you need my bank login?
No. Please do not send bank logins. I only need the statement files.
Can you format the CSV for QuickBooks, Xero, or Wave?
Yes. Send the required column format or tell me which tool you use, and I will structure the Excel or CSV file for that import workflow when possible.
