Bank statement PDF to QuickBooks

Missing bank feed, a closed account, or a client who only has PDFs? Convert the statements into the 3-column CSV QuickBooks Online imports, checked to the penny first.

Any bankBalance-verifiedExcel · CSV · QuickBooks · Xero

Drop bank or credit card statement PDFs or click to choose · any bank · scanned PDFs OK · 5 free pages a day, no signup Your PDF stays in your browser. Only page text (or a page image, for scans) is sent for extraction, and nothing is stored.

How to do it

Drop your statement PDF above and check that it says Verified.
Click QuickBooks CSV. You get the 3-column format QuickBooks Online accepts: Date, Description, Amount.
In QuickBooks Online, open Bank transactions and choose Upload transactions (sometimes labeled Upload from file).
Select the CSV, pick the bank account, and map Date, Description and Amount (one column, money out is negative).
Review and accept the transactions in the For Review tab as usual.

Catch-up bookkeeping without retyping

Import months of history in minutes. Because each statement is verified against its closing balance, your reconciliation in QuickBooks starts from numbers you can trust.

Questions

Which QuickBooks format do you export?

The 3-column CSV (Date, Description, Amount) with dates as MM/DD/YYYY, which QuickBooks Online's bank upload accepts.

What about QuickBooks Desktop?

Use the Excel or CSV export. A .QBO (Web Connect) export is on the roadmap.

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