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Bank statement to QBO

Upload a PDF or CSV statement and download a .qbo file for QuickBooks. It carries one transaction per row with the dates, descriptions, and amounts mapped to the fields the import reads, so the lines arrive in statement order.

Upload a file

What the QBO file contains

  • One transaction per line, in the order the statement prints them
  • Dates, descriptions, and amounts mapped to the fields the import expects
  • Debits and credits kept on the side the statement puts them
  • A file you upload through the bank-feed import, not a spreadsheet to clean up first

How to convert

  1. Upload your statement

    Drop in the PDF or CSV you downloaded from your bank.

  2. Choose QuickBooks

    Leave the output format on QuickBooks — it is preselected on this page.

  3. Upload the file to your books

    Bring the .qbo in through the bank-feed import in QuickBooks Online.

Why this is more accurate than OCR

OCR reads a statement by position on the page. When a description wraps onto a second line, or the debit and credit columns sit close together, a positional parser attaches the wrong text to the wrong number.

Read by position

02/03  DIRECT DEBIT 4471
       ACME INSURANCE LTD   120.00
04/03  CARD PAYMENT
       NORTHGATE MARKET     -38.40

The wrapped line becomes a second transaction, and the amount lands on the wrong row.

Read as content

02/03  DIRECT DEBIT 4471 ACME INSURANCE LTD    120.00
04/03  CARD PAYMENT NORTHGATE MARKET           -38.40

One row per transaction, the description kept whole, the amount in the amount column.

Frequently asked questions

How do I convert a bank statement to QBO?

Upload the PDF or CSV from your bank above, keep QuickBooks as the output format, and download the .qbo file. No account and nothing to install.

What is a QBO file?

QBO is the file format QuickBooks Online reads when you bring in transactions from a bank. It carries the date, description, and amount of each line.

Does it work with QuickBooks Online?

The output is a .qbo file, which is the format QuickBooks Online uses for bank-feed imports. QuickBooks Desktop reads a different format (IIF), which is not produced here.

Will debits and credits stay on the right side?

Amounts are read from the statement as printed and kept on the side the statement puts them, rather than being re-signed from a single column.

Is my statement kept after conversion?

No. The file is used only to produce your converted copy and is deleted right after.

Do I need an account?

No. The converter works without signing up.

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