Free converter
Convert bank statements to QuickBooks (QBO)
PDF, CSV or Excel statements into QuickBooks as a Web Connect (.qbo) file — the workaround the bank feed can't do.
Choose a statement file (PDF, OFX/QFX, CSV, XLSX, TXT — up to 5 MB)
Why QuickBooks users end up here
QuickBooks' bank feed covers roughly the recent 90 days for most banks. Everything the feed can't reach — older history, closed accounts, unsupported banks, the client who arrived with a year of PDFs — has to enter by file. The best file is a QuickBooks Web Connect (.qbo): the same OFX transaction data QuickBooks downloads from a bank feed, so QuickBooks treats it exactly like a bank download — no column mapping, no date-format question. Ours puts the identified merchant in the payee name and keeps the original statement line in the memo, which makes the For Review categorisation step dramatically faster. If your workflow needs CSV instead, the same upload also exports a 3-column QuickBooks-ready CSV (date, description, signed amount).
Importing into QuickBooks, step by step
- Convert your statement above (PDF, scanned PDF, CSV or Excel) and download the QBO file.
- QuickBooks Online: Transactions → Bank transactions → Link account ▾ → Upload from file → choose the .qbo.
- Pick the QuickBooks account the transactions belong to, then review and confirm the imported transactions.
- QuickBooks Desktop: File → Utilities → Import → Web Connect Files → select the .qbo and choose an existing account (or create one) when prompted.
- Categorise from For Review as usual; merchant names in the payee field make the suggestions accurate.
- Prefer CSV? Download the CSV instead and use Upload transactions — choose the 3-column layout (date, description, signed amount) when QuickBooks asks.
The gotchas QuickBooks users actually hit
One account per file
A Web Connect file belongs to a single bank account. If one PDF covers several accounts (a current account and a savings pot, say), split them into separate files before importing.
Re-imports and duplicates
QuickBooks deduplicates Web Connect files on its own transaction IDs, so importing the same statement twice is safe — but re-importing after edits can create review items. Import only up to the live feed's start date to avoid near-duplicate pairs with the feed.
CSV only: the DD/MM vs MM/DD question
If you use CSV, QuickBooks asks the date format during mapping. Answer for the file, not your locale habit — one wrong click shifts every date by months. Web Connect files don't have this problem.
Free converter
Convert your statement — and understand it too
A free account converts a statement page every day to CSV, Excel, QIF or OFX — with every transaction matched to a real merchant name, not a cryptic descriptor. No card required; files deleted after 24 hours.
No bank logins · card numbers redacted before storage · everything deleted after 24 hours
Frequently asked questions
Can I convert a PDF bank statement to QBO?
Yes. Upload the PDF (scanned PDFs work too, with every amount re-validated against the statement's own totals) and download a .qbo Web Connect file that QuickBooks Online and Desktop both import like a bank download.
Can I convert a CSV or Excel statement to QBO?
Yes — CSV, Excel and OFX statements convert to .qbo the same way as PDFs.
QBO or CSV for QuickBooks?
QBO (Web Connect) when you can: no column mapping, no date-format prompt, and QuickBooks treats it like a bank download. CSV via Upload transactions works too and is handy if you want to edit rows first. One upload exports both.
How do I handle a client with a whole year of statements?
Batch-convert (zip upload on paid plans), reconcile each file's totals against the statement summary, then import account by account, oldest first. The full workflow is in our bookkeeping guide.