Convert a bank statement to a QuickBooks-ready CSV
QuickBooks doesn't read PDF statements directly, so getting a bank statement into your books usually means typing transactions by hand or exporting a CSV first. We export a standard CSV with Date, Description, Debit, Credit, and Balance columns, a shape QuickBooks' CSV import accepts when you upload a file manually instead of connecting live. Import the CSV through QuickBooks' banking import screen, review the categorized transactions, and add them to your register from there. We don't currently offer a native .qbo file, only the standard CSV import path described above, so check that against your QuickBooks setup before relying on it for a large batch. Before that step, we recompute the running balance from the extracted rows and compare it to your statement's printed balances, so you're importing numbers that already reconciled, or that we've honestly flagged.
Drop your bank statement PDF here, or click to choose a file
PDF only, up to 25MB. Free, no signup required
Verified, not guessed.
We reconcile every row against your statement's opening and closing balances, to the cent. Statements that don't reconcile are labeled for review, never silently delivered wrong.
Deleted immediately.
Your PDF is encrypted in transit and at rest, and deleted the moment conversion finishes. Not after 24 hours. Immediately. Converted files are kept 7 days so you can re-download, then deleted too.
Your data stays here.
Conversion runs on hardware we own. Your statement is never sent to a third-party AI service, and we never train anything on your data.
Frequently asked questions
Does QuickBooks import this CSV directly?
QuickBooks Online's bank feed import screen accepts a CSV with Date, Description, Debit, and Credit columns, which is the format we export. Map the columns during import as QuickBooks prompts you to.
Do you offer a native .qbo file?
Not yet. We currently export a standard CSV rather than QuickBooks' native .qbo format, so you'll use QuickBooks' CSV import option rather than a direct bank-feed file.
Will the transactions already be categorized in QuickBooks?
No, categorization happens inside QuickBooks after import. We provide the date, description, debit, credit, and balance for each transaction; QuickBooks handles the categorization rules.
Is this a good fit for a bookkeeper handling multiple clients?
It works for individual statement conversions today. A dedicated business tier for bookkeepers converting statements across multiple accounts is coming soon.
How do you make sure the numbers are right before I import them?
We recompute the running balance from the extracted transactions and compare it to the opening and closing balances on your statement. A match earns a verified badge, to the cent; a mismatch is flagged for review before you'd ever import it.