Convert PDF Bank Statements to QBO

Our bank statement converter transforms your PDF bank statements into QBO format in seconds. Here's exactly what you'll get.

Skip manual data entry and convert your PDF bank statements to QuickBooks-ready QBO files in seconds. Our converter extracts transactions automatically and formats them for direct import into QuickBooks Online or Desktop.

Global Bank Support: Works with banks from Singapore, United States, United Kingdom, Australia, and more. View our complete banks directory. Supports 15 languages including Chinese, Thai, Japanese, and more.

What You Get

A QuickBooks-compatible QBO file that imports directly into QuickBooks Online or Desktop. No manual data entry—just upload and your transactions appear in QuickBooks.

QBO Output
15 Jan 2025
debit
-45.99
ONLINE PURCHASE - AMAZON.COM
Order #112-7834
TXN-20250115-001
15 Jan 2025
credit
3,500.00
SALARY DEPOSIT - ACME CORP
January payroll
TXN-20250116-002
17 Jan 2025
debit
-127.50
UTILITY PAYMENT - ELECTRIC CO
Account #98765
TXN-20250117-003
18 Jan 2025
debit
-200.00
ATM WITHDRAWAL
TXN-20250118-004
19 Jan 2025
credit
500.00
TRANSFER FROM SAVINGS
Monthly transfer
TXN-20250119-005
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QBO files use the OFX (Open Financial Exchange) format, which is different from CSV imports. The OFX format provides richer transaction data including unique transaction IDs (FITID) to prevent duplicates, transaction direction indicators, and detailed memo fields. This is the same format your bank uses for direct bank feeds. Learn more about manually uploading transactions to QuickBooks.

OFX Format Structure

<BANKTRANLIST>
  <STMTTRN>
    <TRNTYPE>CREDIT</TRNTYPE>
    <DTPOSTED>20250115</DTPOSTED>
    <TRNAMT>3500.00</TRNAMT>
    <FITID>202501150001</FITID>
    <NAME>PAYROLL DEPOSIT</NAME>
    <MEMO>Jan payroll</MEMO>
  </STMTTRN>
  <STMTTRN>
    <TRNTYPE>DEBIT</TRNTYPE>
    <DTPOSTED>20250115</DTPOSTED>
    <TRNAMT>-45.99</TRNAMT>
    <FITID>202501150002</FITID>
    <NAME>ACH PAYMENT</NAME>
    <MEMO>Order #112-7834</MEMO>
  </STMTTRN>
</BANKTRANLIST>

QBO Fields

DTPOSTED
Date in YYYYMMDD format
TRNTYPE
DEBIT or CREDIT
TRNAMT
Signed amount
NAME
Description / payee
MEMO
Additional details
FITID
Unique ID (prevents duplicates)

How to Import into QuickBooks

Follow these steps to convert your bank statement and import it into QuickBooks:

Step 1: Convert Your Statement

  1. Upload your PDF bank statement to Bankstatemently
  2. Review the extracted transactions
  3. Download the QuickBooks-compatible QBO file

Step 2: Import into QuickBooks

QuickBooks Online:

  1. Go to Banking or Transactions menu
  2. Click "Upload transactions" or "File Upload"
  3. Select your QBO file
  4. Click Upload—transactions appear in your register

QuickBooks Desktop:

  1. Go to File > Utilities > Import > Web Connect Files
  2. Select your QBO file
  3. Choose the account to import into
  4. Click Import—transactions are added to your account

Use Cases

  • Direct import into QuickBooks Online or Desktop
  • Automated bank reconciliation workflow
  • Client bookkeeping and accounting services
  • Historical transaction import for new QuickBooks accounts
  • Backup and archive of financial data

Other Export Formats

Need a different format? We also support:

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Frequently Asked Questions

Yes! Our bank statement to QuickBooks QBO converter is completely free to use. Simply upload your PDF bank statement and download the QBO file at no cost.