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QuickBooks (QBO) Bank Statement Converter

Convert bank statement PDFs to QBO-compatible CSV files for QuickBooks import. Our tool creates clean, properly formatted CSV files in the QBO file format that work perfectly with QuickBooks Online and QuickBooks Desktop for seamless bank reconciliation.

Why Do You Need a CSV for QuickBooks?

QuickBooks requires transactions in a structured format (CSV or QBO) for bulk import. Manually typing transactions from a PDF statement is time-consuming and error-prone. Our converter extracts all transactions from your PDF and formats them into a QuickBooks-compatible CSV, saving hours of data entry and reducing errors.

  • Bulk import hundreds of transactions instead of manual entry
  • Accurate reconciliation - exact dates, amounts, and descriptions
  • Historical data import - import months or years of statements at once
  • Works when bank feeds fail - some banks don't support direct QuickBooks connection

Why Use Our QuickBooks Converter?

  • QBO file format compatible - ready for direct QuickBooks import
  • QuickBooks-ready format - no manual cleanup needed
  • • Works with all major banks (Chase, Bank of America, Wells Fargo, etc.)
  • • Handles credit cards, checking, savings, and business accounts
  • • Fast batch processing - convert multiple statements at once (Monthly plan)
  • • Accurate transaction extraction saves hours of manual entry
  • • Perfect for monthly bookkeeping and year-end reconciliation

How to Import to QuickBooks

  1. Convert your bank statement PDF using our tool below
  2. Download the CSV file
  3. In QuickBooks, go to Banking → Upload transactions
  4. Select your CSV file and map the columns
  5. Review and add transactions to QuickBooks

Compatible With

  • • QuickBooks Online (all plans)
  • • QuickBooks Desktop (Pro, Premier, Enterprise)
  • • QuickBooks Self-Employed
  • • Also works with Xero, Excel, and Google Sheets
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Free for first 25 transactions. Perfect for testing with your statements before purchasing.