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Turn statement PDFs into the three-column CSV QuickBooks Online imports (Date, Description, Amount) — reconciled against the statement before export.
QuickBooks Online imports bank transactions from a CSV with three columns — Date, Description, Amount — via Banking, then Upload from file. QuickBooks Desktop instead imports QBO (Web Connect) files. The converter's QuickBooks export produces the three-column CSV layout with signed amounts.
An import that is even one transaction short will not tie to the bank when you reconcile in QuickBooks, and the error is hard to find afterwards. The converter checks the extracted transactions against the statement's opening and closing balances before you download, and flags the rows if they do not tie.
These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.
Yes. Convert the year's statements in one batch, then import the combined QuickBooks CSV. Many bookkeepers do this for catch-up and cleanup engagements where the bank feed only covers recent months.
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.
No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.
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Statement converters for banks in Afghanistan · Albania · Australia · Austria · Bahrain · Bangladesh · Barbados · Bermuda · Bhutan · Brazil · Brunei · Canada · China · Colombia · All 68 countries
Your first conversion is free — no card, no sign-up — and every result is reconciled against the statement itself before you download it.