Convert Td bank statements to QuickBooks
Upload a TD Bank checking, savings 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 TD Bank statements
We read TD Bank statements with our generic table reader, which finds the date, description, amount and balance columns, then checks the result against the opening and closing balance so you know at once if anything is missing.
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.
TD Bank 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.