Guide

会計士向けに銀行明細データを準備する方法

PDF銀行明細を会計士に渡す前に、XLS出力、確認済み取引行、明確な期間、元PDFの保管を整える方法。

Short answer

Send your accountant checked XLS rows plus the original PDF statements, with accounts and date ranges kept clear.

Use this workflow

  1. Upload the original PDF statement.
  2. Check that only transaction rows were extracted.
  3. Review dates, descriptions, amounts and balances against the PDF.
  4. Download the XLS file and keep the original PDF as the source record.