Import Bank Statement into QuickBooks
Move transactions from a bank statement PDF into QuickBooks without manual typing. Convert to CSV here, then upload it in QuickBooks.
Import into QuickBooks
- Upload your PDF statement to the tool and export CSV.
- In QuickBooks: Banking → Upload from file, select the CSV, and map Date, Description, and Amount.
- Let QuickBooks categorize, then review and add to your books.
Reconcile faster
Before you trust the import, confirm the closing balance from the CSV matches your statement. Because conversion runs locally, your statement never leaves your device. Works for both QuickBooks Online and Desktop via CSV.
Get a QuickBooks-ready CSV
Convert — freeFrequently asked questions
Is it safe to upload my bank statement?
Yes. Conversion runs locally in your browser - your PDF and the extracted data are never uploaded to a server or stored.
Do I need to create an account?
No. The free tier needs no signup. Just open the tool, upload your PDF, and export the result.
What output formats are supported?
You can export to Excel (.xlsx) and CSV. Both are free and work with Excel, Google Sheets, and any spreadsheet app.
Does it work with scanned (image-only) PDFs?
Text-based PDFs are parsed instantly. Scanned statements are handled by an optional AI mode that recognizes the printed text.
Which banks are supported?
Chase, Bank of America, Wells Fargo, Citibank, Capital One, US Bank, and hundreds more - any statement with a readable transaction table.
Related: PDF to CSV · Expense report · Bank statement to Excel