CC BY 4.0 compilation - staged noindex

Bank statement format changes

Official-source change rows for statement export, CSV import, OFX/QBO, and accounting app behavior that affects PDF-to-ledger 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.

12rows

1verified dates

12official sources

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<p style="font:13px/1.5 'Spline Sans',system-ui,sans-serif;color:#0C1A22;margin:8px 0 0">Source: <a href="https://statementsift.com/data/bank-statement-format-changes" style="color:#0E3A53;font-weight:600">Bank statement format changes</a> by <a href="https://statementsift.com" style="color:#0E3A53;font-weight:600">StatementSift</a> - CC BY 4.0</p>

Rows

Verified true means the official source states a concrete effective date.

Change	Date	Formats	Verification	Source
QuickBooks Desktop still documents Web Connect file import QuickBooks Desktop Web Connect	2026-06-29 observed	QBO, Web Connect, OFX	official source, no effective date	Intuit get started with bank feeds in QuickBooks Desktop
QuickBooks CSV imports expect 3-column or 4-column layouts QuickBooks Online	2026-06-29 observed	CSV	official source, no effective date	Intuit CSV formatting guidance for bank transactions
Xero supports CSV bank statement imports with mapped columns Xero	2026-06-29 observed	CSV	official source, no effective date	Xero import a CSV bank statement
Xero also documents OFX/QFX bank statement imports Xero	2026-06-29 observed	OFX, QFX, QBO	official source, no effective date	Xero import an OFX bank statement
Wave supports uploading bank or credit-card statements as CSV Wave	2026-06-29 observed	CSV	official source, no effective date	Wave upload a bank or credit card statement in CSV format
FreshBooks documents bank transaction imports and CSV expense import FreshBooks	2026-06-29 observed	CSV	official source, no effective date	FreshBooks bank account transaction import help
Capital One says online statements can be available for up to 7 years Capital One	2026-06-29 observed	PDF	official source, no effective date	Capital One online statements help
Wells Fargo documents online statement access and download workflows Wells Fargo	2026-06-29 observed	PDF	official source, no effective date	Wells Fargo online statement FAQs
Bank of America documents business reporting and export workflows Bank of America	2026-06-29 observed	CSV, PDF	official source, no effective date	Bank of America global transaction reporting FAQ
Chase UK documents statement access and export routes Chase	2026-06-29 observed	PDF, CSV	official source, no effective date	Chase UK statements support
OFX stewardship continues through the FDX OFX Work Group OFX / FDX	2026-06-29 observed	OFX, QBO, QFX	official source, no effective date	Financial Data Exchange OFX Work Group
QuickBooks Desktop 2023 services discontinue after May 31, 2026 QuickBooks Desktop 2023	2026-05-31	QBO, OFX, CSV, bank feeds	verified effective date	Intuit QuickBooks Desktop service discontinuation policy