Bank statement to QuickBooks
Get PDF bank statements into QuickBooks
Convert PDF and scanned bank statements into QuickBooks-ready QBO or 3-column CSV files. Reconciled before you import, so your books start balanced.
Last updated
Quick answer
QuickBooks can't import PDF statements directly. Convert the PDF to a QBO (Web Connect) file or a QuickBooks 3-column CSV, then upload it in QuickBooks Online under Banking or import it into QuickBooks Desktop via Web Connect.
How to do it
- 1
Upload the PDF statement.
- 2
Confirm the reconciliation passes.
- 3
Download QBO (Online or Desktop) or QuickBooks CSV (Online).
- 4
Upload it to the matching bank or credit card account in QuickBooks.
QBO or CSV for QuickBooks Online?
Both work in QuickBooks Online. QBO carries transaction IDs so it protects against duplicates; the 3-column CSV is handy when you want to check or edit the data in a spreadsheet first. For QuickBooks Desktop, use QBO.
Catch-up bookkeeping
When a client hands over a year of PDF statements, convert them in one batch, review each statement's reconciliation status in your job history, and import month by month. Because every statement is checked against its opening and closing balance, your QuickBooks reconciliation should tie out on the first try.
Works with statements from
Any bank or card issuer. Notes for popular institutions:
Frequently asked questions
Can QuickBooks import PDF bank statements?
No. QuickBooks imports bank data from bank feeds, QBO (Web Connect) files and CSV files, so a PDF has to be converted first.
How far back can I import into QuickBooks Online?
Bank feeds usually only go back 90 days, but file uploads can contain older transactions — which is why converting PDF statements is the standard way to backfill history.
Does it work for credit card accounts in QuickBooks?
Yes. Credit card statements export with the correct structure so purchases increase the card balance and payments reduce it.
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.