Choose your bank for statement download notes, then upload the PDF. Extracted rows keep AUD debits, credits, and running balances, with DD/MM/YYYY statement dates normalized to YYYY-MM-DD for review.
Some banks also export recent transactions from online banking. Use PDF conversion for official statements, older periods, or files a client sends you.
Statements that list several accounts are reviewed account by account before export.
Check opening and closing balances against the statement period before exporting Xero CSV or QuickBooks CSV rows.