Convert a bank statement to QuickBooks Online (QBO)
QuickBooks Online (QBO) imports bank data from CSV — but not from PDF. Convert your statement to a categorized CSV first, then upload it under Transactions → Bank transactions → Upload from file.
Fictional sample output
Preview the CSV before importing into 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.
How to import a statement into QuickBooks Online
- 1. Convert the statement. Upload your bank 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 QuickBooks read a PDF statement directly?
- No — QuickBooks imports CSV, QBO, QFX, or OFX. Convert the PDF to CSV first, then upload.
Export to other tools
Convert a statement from your bank
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.