Bank statement PDF to QuickBooks

Upload a PDF bank or credit card statement and download a CSV in the exact column layout QuickBooks Online's bank upload accepts (3-column Date/Description/Amount or 4-column Date/Description/Credit/Debit), or an OFX file.

Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.

Statement to QuickBooks: step by step

  1. Convert the PDF and check the balance badge.
  2. Download QBO 3-col (or 4-col, or OFX).
  3. In QuickBooks Online go to Banking (Transactions → Bank transactions), choose Upload transactions / Upload from file, pick the account, and map the columns if asked.
  4. For credit cards, QuickBooks expects charges as negative amounts; use the 'flip signs' option if your import comes out reversed.

Excel and CSV are free. QuickBooks Online CSV (3- or 4-column) or OFX is included with a page pack or plan. See pricing.

By bank

By format

Statemio is an independent tool and is not affiliated with, endorsed by or connected to any bank or card issuer. Download statements from your own online banking; we never ask for bank logins.