Staged change log - noindex
Bank statement export and import changes
A dated, official-source log of the changes and documentation updates that affect bank statement PDF conversion, CSV import, QBO/Web Connect, OFX, and accounting-software workflows.
This dataset is a descriptive change log for bank-statement export, import, and accounting-software file-format behavior. It is not financial, accounting, tax, or legal advice. Every row should be checked against the official source before operational reliance.
Change rows
New rows stay noindex until the owner reviews public indexing and sitemap inclusion.
QuickBooks Desktop Web Connect / import-workflow
QuickBooks Desktop still documents Web Connect file import
Intuit's bank-feeds documentation continues to describe Web Connect downloads and import workflows for bank transactions in supported QuickBooks Desktop environments.
Source: Intuit get started with bank feeds in QuickBooks Desktop - checked 2026-06-29
QuickBooks Online / csv-template
QuickBooks CSV imports expect 3-column or 4-column layouts
Intuit documents CSV bank-transaction imports with either date/description/amount or date/description/debit/credit style columns.
Source: Intuit CSV formatting guidance for bank transactions - checked 2026-06-29
Xero / csv-import
Xero supports CSV bank statement imports with mapped columns
Xero's official help center describes importing bank statements from CSV files and mapping statement columns during import.
Source: Xero import a CSV bank statement - checked 2026-06-29
Xero / ofx-import
Xero also documents OFX/QFX bank statement imports
Xero's official help describes importing OFX, QFX, QBO, QIF, and OFC style statement files, making OFX/QBO export quality relevant beyond QuickBooks.
Source: Xero import an OFX bank statement - checked 2026-06-29
Wave / csv-upload
Wave supports uploading bank or credit-card statements as CSV
Wave's official support article describes uploading a bank or credit-card statement in CSV format for transaction import.
Source: Wave upload a bank or credit card statement in CSV format - checked 2026-06-29
FreshBooks / csv-import
FreshBooks documents bank transaction imports and CSV expense import
FreshBooks support documents bank-account transaction imports and separate CSV/file import paths for expenses and manual reconciliation.
Source: FreshBooks bank account transaction import help - checked 2026-06-29
Capital One / statement-availability
Capital One says online statements can be available for up to 7 years
Capital One's help center says eligible online statements can be accessed for up to 7 years, which affects how far back users may be able to obtain source PDFs.
Source: Capital One online statements help - checked 2026-06-29
Wells Fargo / statement-availability
Wells Fargo documents online statement access and download workflows
Wells Fargo's official statement FAQ documents online statement access and customer workflows for statements.
Source: Wells Fargo online statement FAQs - checked 2026-06-29
Bank of America / export-workflow
Bank of America documents business reporting and export workflows
Bank of America's official business online banking FAQ documents transaction reporting and export capabilities for eligible business users.
Source: Bank of America global transaction reporting FAQ - checked 2026-06-29
Chase / statement-export
Chase UK documents statement access and export routes
Chase UK's support documentation describes statements and related access routes; Chase commercial documentation also describes statement/image download workflows.
Source: Chase UK statements support - checked 2026-06-29
OFX / FDX / format-stewardship
OFX stewardship continues through the FDX OFX Work Group
Financial Data Exchange describes an OFX Work Group, signaling that OFX remains a relevant interoperability standard even as banks and apps modernize data access.
Source: Financial Data Exchange OFX Work Group - checked 2026-06-29
QuickBooks Desktop 2023 / service-discontinuation
QuickBooks Desktop 2023 services discontinue after May 31, 2026
Intuit's service discontinuation policy says QuickBooks Desktop 2023 add-on services are scheduled to stop after May 31, 2026. This is a services date for the 2023 product line, not a claim that all QuickBooks Desktop ends in 2026.
Source: Intuit QuickBooks Desktop service discontinuation policy - checked 2026-06-29