Guides
Importing your cleaned transactions
After you export a clean CSV from ProofRows, here’s how to import it into the most common accounting tools. The CSV is yours regardless of how you use it — nothing in ProofRows assumes you’ll use these specific tools.
- Import to QuickBooks OnlineUse the QuickBooks-ready CSV (3-column or 4-column) and the Banking → Upload from file wizard.
- Import to XeroUse the Xero-ready CSV and Accounting → Bank accounts → Import a statement.
- CSV format referenceField-by-field documentation of every export profile, with notes on date format, debit/credit handling, and edge cases.
- Migrate from HubdocXero retires Hubdoc on May 8, 2026. Five steps to move your client documents and chart of accounts without losing your audit trail.
- Migrate from Bench or BotkeeperIf you’re a former Bench (Dec 2024) or Botkeeper (Feb 2026) customer, here’s the fastest way to bring your last few months of statements into your new workflow.
How-tos by use case
- Bank statement PDF to CSVConvert a bank statement PDF to a clean, reviewed, accounting-ready CSV.
- PDF bank statement to ExcelConvert a bank-statement PDF to an Excel-ready file (XLSX or CSV).
- QuickBooks bank statement CSV importUpload a QuickBooks-ready CSV through the Banking → Upload from file wizard.
- Xero bank statement CSV importImport a Xero-ready CSV through the bank-import wizard.
For your role
- BookkeepersCatch-up, new-client onboarding, and cleanup engagements.
- AccountantsFor accounting firms running review and forensic engagements.
- Tax preparersTax-season catch-up and missing-months reconstruction.