Whichever order your Simplii Financial statement prints its columns in, each one still has to land in the right place once it reaches a spreadsheet. Columns from the statement are presented for review. Labels like date, description, debit, credit and balance are assigned automatically; you can drag any column to a different field if a particular layout needs a small correction.
Once your Simplii Financial statement is uploaded, what you get back depends on which export format you actually need next. The file exports in the format your next step requires. Choose Excel for a spreadsheet review, CSV for tool-agnostic import, or QBO to move the transactions directly into QuickBooks. Every row in the export matches a row in the verified statement, with no reordered or dropped entries.