Convert a Chase statement to QuickBooks
QuickBooks won't read a PDF, and Chase won't export straight to QuickBooks. Convert your Chase statement into a clean, categorized CSV, then import it into QuickBooks Online in a couple of clicks.
Fictional sample output
Preview a Chase statement CSV for QuickBooks
Statently turns separate withdrawals and deposits into one signed Amount column, cleans descriptions, and adds a category. This preview uses a fictional statement.
| Date | Description | Amount | Category |
|---|---|---|---|
| 2026-06-03 | Northwind Payroll | +3,450.00 | Income |
| 2026-06-04 | Harbor Market | -84.21 | Groceries |
| 2026-06-06 | City Utilities | -126.40 | Utilities |
| 2026-06-08 | Cloudwork | -18.00 | Software |
Private by design. Your uploaded PDF is processed in memory to create the CSV and is not stored.
Always review before importing. Compare totals and a sample of transactions with the original statement before reconciliation, tax filing, or accounting import.
Why Chase statements don't import into QuickBooks directly
QuickBooks imports bank data from CSV, not PDF, so a Chase statement has to be converted first. Chase splits deposits and withdrawals into separate columns; the converter normalizes them into a single signed Amount column. You get one clean, QuickBooks-ready ledger instead of fighting merged cells and split columns.
How to import a Chase statement into QuickBooks Online
- 1. Convert the statement. Upload your Chase statement PDF and download the categorized CSV.
- 2. Open the bank upload. In QuickBooks Online: Transactions → Bank transactions → Upload from file.
- 3. Map & import. Map Date, Description, and Amount to the CSV columns and import.
Frequently asked questions
- Can I import a Chase PDF into QuickBooks directly?
- No. QuickBooks imports CSV, not PDF. Convert your Chase statement to CSV first, then import it.
- Is my Chase statement stored anywhere?
- No. Your PDF is processed in memory to extract the transactions and is never stored.
- Can QuickBooks read a PDF statement directly?
- No — QuickBooks imports CSV, QBO, QFX, or OFX. Convert the PDF to CSV first, then upload.
Export Chase to another tool
Convert another bank to QuickBooks
Related guides
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.
- How to Convert a Scanned Bank Statement to CSV
Scanned or photographed bank statements have no selectable text, so most converters choke on them. Here's how to turn an image-only PDF into a clean CSV.
- How to Import Bank Statements into Xero
How to get transactions from a PDF bank statement into Xero using a CSV — the exact column format Xero expects and how to prepare it in seconds.
Not affiliated with Chase or QuickBooks Online. Your statement is processed in memory to extract transactions and is never stored.