ConvertCSVtoQBO

Convert bank statement PDF to QBO

Turn a PDF bank or credit card statement into a .qbo file you can import into QuickBooks Online or QuickBooks Desktop. No retyping, and nothing is uploaded.

  • Free, no sign-up
  • Your statement never leaves your computer
  • Multi-page and password-protected PDFs
Converted in your browser. Nothing is uploaded. No file handy?

How to import the QBO file into QuickBooks

QuickBooks Online

  1. Go to Transactions, then Bank transactions.
  2. Open the Link account menu and choose Upload from file.
  3. Select the .qbo file you downloaded here.
  4. Pick the QuickBooks account the transactions belong to.
  5. Review the transactions in the For review tab and add or match them.

QuickBooks Desktop

  1. Back up your company file first.
  2. Go to File, then Utilities, Import, Web Connect Files.
  3. Select the .qbo file you downloaded here.
  4. Choose an existing account or create a new one.
  5. Review the transactions in the Bank Feeds Center.

If the account is already connected to online banking, QuickBooks Desktop may ask you to disconnect it before importing.

How it reads your statement

Statements downloaded from online banking contain real text, not just a picture. The converter reads that text right here in your browser, finds each line that starts with a date and ends with an amount, and joins descriptions that wrap onto a second line.

It works out whether money went in or out from the statement itself: separate withdrawal and deposit columns, section headings like Deposits and Withdrawals, or the running balance. Statements that only show the month and day get the year from the statement period, including statements that run from December into January.

What works today

  • WorksChecking, savings and credit card statements downloaded from online banking, from US banks and many others. Multi-page statements, password-protected PDFs, and both month-first and day-first dates.
  • Not yetScanned or photographed paper statements, which are pictures with no text inside, and investment statements.
  • Always check the totalsCompare the money in and money out shown above the preview with the summary on your statement before importing. If they match, every transaction was found.

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Questions

Is this PDF to QBO converter free?

Yes. Convert PDF statements to QBO with no sign-up.

Which banks does it work with?

Most banks and card companies whose statements you can download as a PDF from online banking, including big banks, credit unions and online banks.

Can I convert credit card statements?

Yes. Credit card statements are detected automatically, and charges are signed so they import correctly into a QuickBooks credit card account.

Is my bank statement uploaded anywhere?

No. The PDF is read inside your own browser and never sent to a server. That includes the password if your PDF has one.

Does it work with scanned statements?

Not yet. Scanned statements are pictures with no text inside. Download the statement from your online banking instead, which gives a PDF with real text.

What if a transaction is missing or wrong?

Compare the totals with your statement. If something's off, try changing the date format setting, or tick Reverse signs if money in and out are swapped. Banks lay statements out in many ways, so a few layouts may not read perfectly yet.