BankStatementHub

Import a bank statement into QuickBooks Online

QuickBooks Online can't read a PDF statement, but it imports a .qbo (Web Connect) or CSV file in a couple of minutes. Here's the whole route from PDF to the For review tab.

Drop a PDF bank statement here

or click to browse your files

Converts toExcel·CSV·QuickBooks·Xero·Quicken·QIF·OFX

Free · no signup · up to 10 pages per statement · files are never stored

Downloaded (text-based) statements are converted right in your browser, so the file never leaves your computer. Try it with your Wi-Fi off. Scanned statements need online processing, and we ask first.

Step by step

Use the .qbo file if you can: QuickBooks reads the dates and amounts itself, nothing to map. The QuickBooks Online CSV (Date, Description, Amount) works too, but you match the columns by hand.

  1. 1

    Convert the PDF

    Upload the statement above, check the rows against the page, pick “QuickBooks Web Connect (.qbo)” (or “QuickBooks Online (CSV)”) and download.

  2. 2

    Open Bank transactions

    In QuickBooks Online go to Transactions, then Bank transactions (in some accounts it's under Banking).

  3. 3

    Choose Upload from file

    Click the arrow next to Link account (or Update) and choose Upload from file.

  4. 4

    Select the file

    Drag in the .qbo or .csv you downloaded, then Continue.

  5. 5

    Pick the QuickBooks account

    Choose which bank or credit card account in QuickBooks the transactions belong to. For a CSV, match the columns: Date, Description and Amount (one column), and the date format you downloaded.

  6. 6

    Review and add

    The transactions appear under For review. Categorize or match each one, then Add or Confirm, as you would with a bank feed.

QuickBooks Online moves its menus now and then; if a name above has changed, look for the import or upload option on the bank account.

Good to know

  • Uploading the same statement twice? A .qbo file gives every transaction a stable ID, so QuickBooks skips the ones it has already imported.
  • A bank feed only goes back so far when you first connect it; uploading statements is how you bring in older months.
  • For a credit card, choose the credit card account in QuickBooks: charges come in as expenses and payments as credits.
  • If QuickBooks says the file is from an unsupported bank, convert again as .qbo; the bank ID we use is one QuickBooks accepts.

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