Convert a bank statement for QuickBooks or Xero
We add up every row against the balances your bank printed, so a wrong, missing or doubled amount shows up here, before it reaches your books.
Upload a statement
Drop a bank statement hereChoose a bank statement
For businesses in the United States. A PDF, a scan or a photo of the statement, or a CSV, Excel, Word or OFX file. Free without an account: 3 statements a day, up to 10 pages each.
By uploading a statement you agree to the Terms and the Privacy notice and confirm that you act for a business established in the United States. Evidilo keeps every file you upload for good.
How the check works
A bank statement carries its own arithmetic. We add up every row we read and compare the result with the balances the bank printed, for the whole statement and for each day the bank prints a balance. When a statement prints too few balances to check against, the result says so.
Then every day
A bank that prints a balance at the end of each day gives us one more check per day. Read one check as 1,250.00 instead of 1,520.00 and the month comes out 270.00 over, and the balance on the day of that check shows which row it was.
The marks you will see
- Day ties out to the balance the bank printed
- Does not tie out, check this row
- Corrected by you
- No printed balance to check against
The statement as your client sent it
Your client may send a PDF from the bank’s website, a scan, a phone photo, a spreadsheet or the bank’s own download. Upload whichever one arrived and download the file their books import.
You can upload
- A PDF, downloaded or scanned
- A photo of a paper statement
- A CSV or Excel file
- A Word document, a saved web page or an email
- The bank’s OFX or QFX file
You can download
- QBO
- QuickBooks Online, QuickBooks Desktop and Xero
- IIF
- QuickBooks Desktop
- OFX
- The format Xero recommends
- QFX
- Quicken and QuickBooks Online
- QIF
- Quicken and Xero
- CSV
- QuickBooks Online, Xero or a spreadsheet
- Excel
- A spreadsheet
A CSV, Excel, Word or OFX file, or a photo, counts as one page, however many rows it holds. The same statement downloads again in any other format at no cost.
For the statements a bank feed does not bring
QuickBooks and Xero pull in new transactions from a connected bank. These still reach you as a statement.
- The months before your client connected the feed
- Accounts your client has already closed
- Banks the feed does not connect to
- Clients who send a statement instead of connecting their bank
We add up every row against the balances the bank printed before you import.
Pricing
From $29 a month for 100 pages, for the whole firm. Seats are free, and a statement that does not tie out uses no pages.
Security
Statement files are encrypted in transit and at rest, and every company that handles one is named.