Convert Chase statements to QuickBooks
Upload a Chase checking, savings or credit card statement PDF 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.
How Statemio reads Chase statements
Chase checking statements list deposits, checks, card purchases and electronic withdrawals in separate sections; Chase credit card statements group payments, purchases and fees. We read each section, keep the sign right, and reconcile against the statement summary.
Statemio has a layout-specific reader for Chase checking and savings and credit card statements. We regression-test it on synthetic statements modelled on the bank's published layout. Banks change their layouts, so we never assume it worked: the balance check tells you on every file.
The balance check
Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.
Chase statement to QuickBooks: step by step
- Convert the PDF and check the balance badge.
- Download QBO 3-col (or 4-col, or OFX).
- In QuickBooks Online go to Banking (Transactions → Bank transactions), choose Upload transactions / Upload from file, pick the account, and map the columns if asked.
- 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.