For bookkeepers & accountantsPricingLog inConvert a statement

Home › Chase › Statement to QuickBooks

Convert your Chase statement to QuickBooks

Headquartered in New York, New York, Chase is a national bank. Its deposit and card statements are available as PDF downloads in online banking. Upload the statement PDF below and download a QuickBooks-ready CSV (Date, Description, Amount) — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

Chase statements to QuickBooks: what you get

QuickBooks Online imports bank transactions from a simple three-column CSV — Date, Description and Amount — through Banking > Upload from file. QuickBooks Desktop uses a QBO (Web Connect) file for the same job. The converter produces the three-column CSV layout QuickBooks expects, with signed amounts.

The main use is getting PDF-only statement history into QuickBooks without typing it. Every conversion runs the same reconciliation check: the extracted transactions must add up to the balances printed on the Chase statement itself, or the result is flagged rather than passed.

How to download a statement PDF from Chase

  1. Sign in to Chase online banking. Use the bank's website or mobile app and sign in with your usual credentials.
  2. Open the account and find Statements or Documents. Statements usually live under the account menu, labelled Statements, Documents, or eStatements, depending on the bank.
  3. Choose the statement period. Pick the month (or months) you need. For catch-up bookkeeping, download each month as its own PDF.
  4. Download or print to PDF. Use the Download / Download PDF option. If only a print view is offered, print the statement to PDF from the browser.
  5. Upload the PDF here. Add the file to the converter on this page. You can add several statement PDFs at once for batch conversion.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Questions and answers

How do I convert a Chase statement to QuickBooks?

Download the statement PDF from Chase online banking, upload it to the converter on this page, and download the a QuickBooks-ready CSV (Date, Description, Amount). The transactions are extracted, put into the same standard columns used for every bank, and checked against the statement's balances first.

Does the converter work with Chase credit-card statements?

Yes. Credit-card statements use a Previous Balance / New Balance layout, which the converter reads as well; purchases are positive and payments negative. There is also a dedicated Chase credit-card statement page.

How do I download a PDF statement from Chase?

Sign in to online banking, open the account, find Statements or Documents, choose the period, and download the PDF. The step-by-step section on this page describes the general pattern most banks use.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for Chase statements

Chase statement to Excel

Convert the same Chase statement PDF to Excel instead.

Chase statement to CSV

Convert the same Chase statement PDF to CSV instead.

Chase statement to Xero

Convert the same Chase statement PDF to Xero instead.

Chase statement to OFX

Convert the same Chase statement PDF to OFX instead.

Chase statement to Credit Card Statement

Convert the same Chase statement PDF to Credit Card Statement instead.

Back to the Chase statement converter hub. Related banks: Citibank statement to QuickBooks · Goldman Sachs Bank USA statement to QuickBooks · Morgan Stanley Bank statement to QuickBooks · American Express statement to QuickBooks

Bank statements in. Clean books out.

Your first conversion is free — no card, no sign-up — and every result is reconciled against the statement itself before you download it.

Convert a statement — free