First Citizens Bank only provides eStatements in PDF format, which works fine for a quick look at account activity. However, for accountants, PDFs are far from ideal.
Without an easy way to convert transactions to a spreadsheet, you’re left manually typing each entry—a time-consuming, error-prone process that only worsens as you scale up, adding the expense of extra data entry.
Luckily, there’s a better solution. In this article, you’ll learn how to quickly convert First Citizens Bank statements to Excel, CSV, or QBO using a bank statement converter, saving you time and reducing errors in your accounting workflow.
Step 1: Upload First Citizens Bank Statement to DocuClipper
Log into your DocuClipper account to start converting your First Citizens bank statement. If you’re still new to DocuClipper, try the free trial. When you’re in, navigate to the “Convert” section, designed specifically for bank and credit card statements.
To upload your First Citizens PDF statements, drag and drop the files. It also supports multiple uploads at once. For easier organization, you can add tags or custom names to your files.
Alternatively, you can email your statements directly to your unique DocuClipper email address found in the settings section. Once sent, your files will appear under “Converted Files,” ready for bank statement conversion to Excel.
Step 2: Analyze First Citizens Bank Statement
After uploading, DocuClipper displays your original First Citizens statement next to the extracted data in a spreadsheet format, making it easy to review.
This side-by-side layout allows you to quickly check each bank transaction for any discrepancies in amounts, dates, or totals, catching errors early on.
If you’re working with scanned paper statements, carefully review for any possible scanning errors that could affect accuracy. This step ensures that your transaction data is accurate before proceeding to the next phase.
Step 3: Reconcile First Citizens Bank Statements
After reviewing the statement, DocuClipper will automatically reconcile your First Citizens bank statement. If there are any discrepancies, the bank statement reconciliation will be marked as incomplete.
To resolve issues, adjust transaction details like amounts, dates, or descriptions by clicking the arrow next to each entry.
If additional transactions are required, click “Add Transaction,” enter the details, and make sure all credits and debits are correctly categorized.
Step 4 Export First Citizens Bank Statement to Excel, CSV, QBO
With your First Citizens bank statement reconciled, you’re ready to export it to Excel, CSV, or QBO. Simply click “Download” and select your preferred format to begin the export.
Export First Citizens Bank Statement to Excel
To export your First Citizens statement as an Excel file, open the export menu, scroll down, and select “Excel.” Choose “XLSX” as the file format.
Click “Download,” and your file will be saved to your Downloads folder.
Export First Citizens Bank Statement to CSV
To export your First Citizens statement in CSV format, which is compatible with most accounting software, open the export menu, select “Excel,” and then choose “CSV” from the dropdown.
DocuClipper provides optimized formats for platforms such as Quicken, Xero, Sage, MYOB, Relate, and NetSuite, ensuring smooth integration with your preferred software.
Export First Citizens Bank Statement to QBO
For QuickBooks users, exporting your First Citizens statement in QBO format enables quick import into the software.
Open the export menu, select “QBO,” and fill in any required fields, like bank account numbers, names, and classifications.
When ready, click “Download” to save the file, making it prepared for seamless import into QuickBooks for efficient accounting management.
Step 5: Configure the Output Format
Before downloading, review the spreadsheet’s output format to make sure it suits your needs. Adjust settings like date formats or column order as necessary.
DocuClipper’s default layout can be customized by selecting “Customize,” allowing you to create a setup tailored to your accounting requirements.
How to Download First Citizens Bank Statements
To download your First Citizens Bank statements, you’ll need to access your account’s eStatements section. This feature allows you to choose specific statement types and accounts, making it easy to retrieve digital copies for financial record-keeping or accounting use. Below are the steps for accessing and downloading your bank statements directly.
- Access eStatements: Go to Reporting and select eStatements.
- Choose Statement Type and Account: In the eStatements Search, select the statement type and account(s).
- Download Statements: Select statements and click Download in the Actions column, or check multiple boxes to download all selected.
- Locate Downloaded Files: Files are in the Download widget at the bottom of the eStatements workspace.
For more detailed instructions, refer to the First Citizens eStatements Guide.
What is a Bank Statement Converter?
A bank statement converter is a tool that transforms PDF bank statements into spreadsheet formats like Excel.
Using technologies such as automated parsing, AI, and OCR, these converters accurately extract data, reducing manual entry errors. Although converters may vary in technology, they consistently offer greater accuracy and efficiency than manual methods.
These tools are essential for accountants and bookkeepers needing to organize bank data quickly, making financial management faster and more effective.
Benefits of Using Bank Statement Converter Over Manual Data Entry
Manual data entry was once the go-to for processing bank statements, but it comes with major drawbacks. Here’s why automated converters have become the preferred choice:
- Cost Efficiency: Manual entry costs about $18.17 per hour, whereas converters, starting around $20, can process hundreds of pages, offering major savings.
- Improved Accuracy: Manual entry has an error rate of about 4%, while OCR converters achieve up to 99.5% accuracy, reducing the need for corrections.
- Increased Speed: OCR-powered converters reduce processing time by up to 80%, versus about 3 minutes per statement for manual entry.
- Enhanced Scalability: Converters can process hundreds of statements quickly, making them perfect for large-scale bank statement audits.
Final Advice
Most banks provide statements only in formats like bank feeds or CSV, which often means accountants end up with numerous PDFs to manage. As these PDFs accumulate, manually processing each statement can quickly become overwhelming.
Bank statement converters simplify this by converting PDFs into practical formats like Excel, CSV, or QBO—saving time, reducing errors, and increasing productivity.
Automating these conversions allows you to focus on higher-priority accounting tasks, enhancing efficiency and lowering operational costs.
Why Use DocuClipper as Your Bank Statement Converter
DocuClipper is a web-based tool that efficiently converts PDF bank statements into formats like XLS, CSV, and QBO.
Utilizing advanced OCR technology, it accurately extracts data fields from bank statements, minimizing manual entry errors.
Seamless integration with popular accounting software such as QuickBooks, Sage, and Xero ensures smooth data transfer and management.
Additionally, DocuClipper’s transaction categorization feature organizes transactions into groups, streamlining financial analysis. DocuClipper can also process credit card statements, brokerage statements, receipts, and invoices, making it a versatile solution for comprehensive financial document management.
FAQs About How to Convert First Citizens Bank Statements to Excel
Here are some frequently asked questions about converting Citizens Bank Statement to Excel
Can I export my First Citizens bank statement to Excel?
Yes, you can export your First Citizens bank statement to Excel using a tool like DocuClipper. Since First Citizens Bank provides statements in PDF format, DocuClipper easily converts these into Excel files. Just upload the PDF to DocuClipper, and within moments, you’ll have a structured Excel file ready for your accounting tasks.
How do I download a First Citizens bank statement to a CSV file?
First Citizens Bank provides eStatements in PDF format, which cannot be directly downloaded as CSV files. You can use a bank statement converter like DocuClipper to convert your PDF statements to CSV. Upload your PDF statement to DocuClipper, and it will extract the data and allow you to download it in CSV format, facilitating easier data management and integration with accounting software.
How do I export a First Citizens bank statement to Excel?
First Citizens Bank provides eStatements in PDF format, which cannot be directly exported to Excel. To convert your PDF statements into Excel spreadsheets, you can use a bank statement converter like DocuClipper. By uploading your PDF statement to DocuClipper, it will extract the data and allow you to download it in Excel format, streamlining your data management and accounting processes.
Learn More
Looking for more types of bank statements to convert? Check out our library about bank statement conversion:
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