Why convert a statement to QuickBooks?
- Closed accounts & no bank feed. When the only record is a PDF — an old or closed account, or a bank with no direct feed — this gets the transactions into QuickBooks without re-keying.
- Catch-up & cleanup work. Bookkeepers reconciling months of history at once get import-ready files instead of hand-typing every line.
- The numbers tie out. A reconciliation check compares opening + transactions against the closing balance and flags anything that doesn't — so you catch a misread amount before it hits the books.
How it works
- Open the converter. No registration is required.
- Upload the statement. Drag and drop your PDF, or browse from your device.
- Convert to QuickBooks CSV. Choose QuickBooks CSV (or QBO) as the target format and click Convert.
- Review and import. Download the file, review any flagged rows, then import it into QuickBooks Online under Transactions → Link account → Upload from file.
Good for
- Getting a closed-account or feed-less bank into QuickBooks Online.
- Catch-up bookkeeping across many months and accounts.
- Credit-card statements that never had a working feed.
FAQ
What format do I get for QuickBooks Online? A 3-column CSV (Date, Description, Amount) that QuickBooks Online accepts under Transactions. Long statements are automatically split so each file stays within QuickBooks' 350 KB / 1,000-line import limit. A .QBO (Web Connect) export is also available.
How do you check the numbers are right? Every conversion runs a balance-reconciliation check: opening balance plus the sum of transactions must equal the closing balance, and any per-line running balances must tie out. Rows that don't reconcile are flagged for review — never silently exported.
Is my financial data safe? Files are processed and automatically deleted after 1 hour. We never train any AI model on your files and never connect to your bank — you upload the statement yourself. All transfers are encrypted. This is a conversion utility, not financial, tax, or accounting advice.
Does it work on scanned statements? It works best on born-digital PDFs downloaded from your bank. Scanned or photographed statements may not extract cleanly yet; if no transactions can be read, the converter tells you rather than guessing.
Related
- Bank statement → Xero CSV → for Xero instead
- PDF → QBO (Web Connect) → import as a .qbo file
- Bank statement → CSV → a plain spreadsheet
- CSV → Excel → open the data in Excel
- All supported formats →