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Bank statement to QuickBooks (QBO).
Reconciled before you import.

Convert a PDF bank statement into a QuickBooks Web Connect (.qbo) file that QuickBooks Online and QuickBooks Desktop import like a bank feed: correct debit/credit direction, stable transaction IDs so re-imports do not duplicate, and a reconciled total before you upload.

Drop your bank statements here

One file or a whole year. PDF, scanned image, CSV, QIF or OFX. Up to 12 files at a time; long PDFs are split for you.

Not ready to upload your own? See a sample result

5 pages free, no account. The QuickBooks download appears on the results page.

Step by step: PDF statement to QuickBooks

  1. Drop the statement on the home page. Fix any flagged row (or swap debit/credit if the bank prints them reversed) until the badge is green.
  2. Click QuickBooks (.qbo).
  3. QuickBooks Online: Transactions → Bank transactions → Link account ▾ → Upload from file → choose the .qbo → pick the account → Next.
  4. QuickBooks Desktop: File → Utilities → Import → Web Connect Files → choose the .qbo → select the account.
  5. Review the imported transactions in the For Review tab and add them.

What usually goes wrong, and how this avoids it

  • Reversed signs: money out imported as deposits. The most common complaint about statement converters. We show you the totals and let you swap before export.
  • Duplicate transactions on re-import because the FITID changes each time. Ours is derived from the row content, so the same statement always produces the same IDs.
  • "QuickBooks found an error" on upload, usually from a missing INTU.BID, unescaped ampersands or a bad date. Check any .qbo with our free QBO checker.

Already have a .qbo that QuickBooks rejects?

Run it through the free QBO checker. It reads the file in your browser (nothing is uploaded) and lists exactly what QuickBooks will object to: missing INTU.BID, duplicate FITIDs, bad dates, unescaped ampersands, sign mismatches.

QuickBooks questions

Does it work with QuickBooks Online and Desktop?

Yes. The .qbo is OFX 1.02 with the INTU.BID QuickBooks requires, which both accept. Desktop imports via Web Connect.

What if QuickBooks rejects the file?

Run it through the QBO checker at /tools/qbo-checker; it explains what QuickBooks objects to. If the issue is with a file we produced, email support with the conversion ID and we fix the reader.

Credit card statements?

Yes. Card statements export as a CREDITCARD message set, so QuickBooks treats charges and payments correctly.

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