How to Import Bank Statements into Wave Accounting: Step-by-Step Guide
•5 min read
Struggling to get your bank statements into Wave Accounting?
This guide shows you exactly how to convert PDF statements and import them into Wave Accounting for accurate bookkeeping.
Why Import Bank Statements to Wave Accounting?
- Save hours of manual data entry
- Reduce errors in transaction recording
- Maintain accurate financial records
- Simplify reconciliation process
Step 1: Convert PDF to CSV
First, convert your bank statement PDF to CSV format using our converter:
- Upload your PDF
- Select the transaction table
- Export as CSV
Step 2: Format for Wave Accounting
Wave Accounting requires specific column headers. Our converter automatically formats data correctly for Wave Accounting import.
Step 3: Import to Wave Accounting
In Wave Accounting, navigate to Banking > Import and upload your CSV file. Map the columns if prompted and review transactions.
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