Overview
Lexoffice is cloud-based and works best with consistent, structured imports. Statement PDFs often need preprocessing before they are ready.
KontoCSV acts as a middleware layer: PDF in, clean export out, then import into Lexoffice with less manual correction.
Quick summary:
- PDF statements are usually the most stable source for consistent imports.
- Structured conversion reduces manual cleanup in recurring monthly workflows.
- CSV, Excel, QuickBooks, and Xero can be handled in one process.
3 methods at a glance
KontoCSV
PDF-first conversion with consistent output fields.
Typically ~30 sec per page
Bank export
Native and free, but often limited by period or format.
Typically ~10 min
Manual entry
Works for tiny datasets, scales poorly for multi-page statements.
Typically ~5 min per page
Method 1: KontoCSV (Recommended)
- Automatic parsing of bank-specific PDF structures
- Stable columns for recurring monthly and quarterly runs
- Target profiles for CSV, Excel, QuickBooks, and Xero
- Lower manual correction effort after import
- Use original bank PDFs whenever possible
- Choose target profile explicitly for mixed currency workflows
- Run a short plausibility check before final booking
Method 2: Native banking export
Typical flow:
- Sign in to online banking and open the account
- Select period and open the export section
- Export and validate columns in your target system
Native exports are useful but not always consistent across periods and statement variants. For PDF-heavy bookkeeping, a standardized PDF-to-CSV workflow is often more reliable.
Method 3: Manual entry
Manual copy/paste can work for one-offs but becomes fragile quickly. Error risk rises with each additional page, especially for date, sign, amount, and balance consistency.
Method comparison
KontoCSV
Fast, consistent, and scalable for recurring imports.
Bank export
Free, but often constrained by period and layout changes.
Manual
Best reserved for exceptions, not recurring bookkeeping.
Step-by-step with KontoCSV
1. Export statement PDFs
Download statement periods as PDF from online banking.
2. Convert via KontoCSV
Upload PDF statements and choose the format that matches your Lexoffice workflow.
3. Import into Lexoffice
Import the output and validate totals and amount signs with a short checklist.
Best practices
- Use consistent file naming per client/account and month.
- Validate date, amount, sign, and balance before final posting.
- Keep one output profile per recurring workflow to reduce remapping.
- Run a short test period before processing a full quarter.
- Keep one profile per account type for repeatable imports.
- Use dedicated output profiles to reduce mapping effort.
FAQ
Can I use this for recurring monthly imports?
Yes. The workflow is designed for repeatable monthly bookkeeping runs.
Do I need native CSV from the bank?
No. The process starts from statement PDFs.
Which output formats are available?
CSV, Excel, QuickBooks, and Xero.
Conclusion
For PDF-based statement workflows, a standardized conversion process is usually the most reliable option for clean, repeatable imports.
It improves consistency across recurring monthly runs and reduces manual follow-up in accounting tools.
Try KontoCSVGerman original (more detail)
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