Download Your Statements

Download Your Monthly Statement from Your Bank/Card Issuer

  • Download your credit card or bank account statement from your bank or credit card issuer in "CSV" or "Excel" format
  • How to download: Home Depot, USAA

  • Save the statement file to your computer. Make note of the folder where you save it.
  • In this example, we're saving the file with the provided default filename of 11-29-10.csv into a folder named My Credit Card Statements:

    Select the download folder

Good work — downloading the statement is complete. The next step is to use the converter to get file into the Quickbooks format — it's easy!

What to do next

Now that you have your statement, it's time to convert that statement into a QuickBooks file. Of course, that is easy, too.

Continue with: Convert Your Statements

Go back to: Configure Your QuickBooks Settings

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