Format CSV files in Excel to get bank transactions into QuickBooks ; connecting your bank and credit card accounts to QuickBooks, you can upload them manually. Excel use to create statements from statement bank.You can use this spreadsheet to easily get your category totals caught up for your business. Statements can be printed and posted, or emailed to the customer. When emailing the document, you can use the Excel template of this form (download below). Just enter the prompt "Create a table from the following bank statement information:". Then copy and paste the statement information from the PDF file. Once you've selected your statement period, the next step is to choose the download format. A guide to balancing your bank account, along with free forms and templates to make the job easier. Bank of america export excel 4.