How to Prepare Bank Statement CSVs for Accounting Import
Clean and review extracted bank statement CSV files before importing into accounting software.
Step-by-Step Guide
Check required columns
Most imports need date, description, money in, money out, and sometimes balance columns.
Normalize dates and currency
Confirm date format and currency before importing into Xero, QuickBooks, Sage, or spreadsheets.
Remove import blockers
Look for duplicated headers, blank rows, merged descriptions, and reversed debit or credit signs.
Frequently Asked Questions
Can Accounter import directly into accounting software?
More How-To Guides
How to Register for VAT in South Africa
How to register for VAT in South Africa: mandatory at R2.3 million taxable supplies, voluntary from R120,000. File VAT101 on SARS eFiling with CIPC certificate and bank letter. Approval in 1–21 days.
Read guideHow to Calculate PAYE in South Africa
How to calculate PAYE on salary in South Africa: annualise gross pay, apply SARS 2026/2027 brackets, subtract rebates and medical credits, divide by 12. Free PAYE calculator included.
Read guideHow to File Provisional Tax in South Africa
Complete guide to provisional tax in South Africa. Learn who must pay, how to calculate payments, and deadlines for IRP6 submissions.
Read guideHow to Register a Company with CIPC in South Africa
Register a Pty Ltd with CIPC in South Africa: name reservation (R50), online CoR14.1 filing (R175), 1–5 business days. Documents, MOI, and post-registration SARS steps explained.
Read guideSimplify your accounting with Accounter
South African accounting software built for accountants, bookkeepers, and small businesses. VAT, PAYE, and compliance — all in one place.
View pricing