Templates
QBO vs CSV vs OFX vs QFX for bank imports
Understand common bank import formats and why DocuRows starts with reviewable CSV rows for PDF bank statement cleanup.
CSV is the review-friendly format
CSV is simple, transparent, and easy to inspect before import. A bookkeeper can open it in Excel or Google Sheets and quickly check dates, descriptions, signs, and row counts.
QBO is not just a renamed spreadsheet
A QBO file is a structured bank feed format. Creating it reliably requires more than extracting table rows because the output has to satisfy stricter financial file rules.
OFX and QFX are exchange formats
OFX and QFX are also structured transaction exchange formats. They may be useful later, but they should not be promised unless the product generates and validates them.
Why DocuRows starts with CSV
For PDF statement cleanup, the biggest immediate pain is manual typing and messy extraction. CSV gives users a reviewable intermediate file before they put data into an accounting workflow.
Format comparison
- CSV
- Easy to review and edit; current DocuRows output.
- QBO
- QuickBooks bank feed style file; not currently exported by DocuRows.
- OFX
- Open financial exchange format used by some finance tools.
- QFX
- Quicken-oriented exchange format.
FAQ
Does DocuRows export QBO today?
No. The current workflow exports reviewable CSV rows. Native QBO export should be treated as a future product decision.
Why not skip CSV and create QBO directly?
Review matters because PDF extraction can include ambiguous rows, wrapped descriptions, or incorrect signs. CSV makes those issues visible before import.
Can I still use CSV for QuickBooks cleanup?
Yes, many cleanup workflows start with a simple CSV. Users should confirm the import screen and column mapping in their own QuickBooks account.
Turn a statement file into reviewable rows
Upload a PDF, scan, screenshot, or clear photo and review the rows before downloading CSV.