StatementToBooks

PDF bank statement → QuickBooks Web Connect

Convert PDF bank statements to QBO for QuickBooks

Upload a supported text-based PDF, confirm the account nickname you use every month, and download a QBO file with stable transaction IDs for QuickBooks import.

Your PDF is uploaded for automated processing by us and third-party recognition services. Files you do not choose to contribute are deleted after our file retention period (see Privacy).

Drop a PDF statement here, or

Convert a batch

Upload up to 5 PDFs on your current plan. Each statement is processed independently and stays available under Records.

Drop 1–5 PDF statements here, or

Before you import

  • One statement for one bank or credit-card account. Reuse the same account nickname each month so QuickBooks keeps a single account and can skip duplicates.
  • Review the date range and transaction count on the success card. If a bank feed may already cover the same period, check for duplicates before accepting the batch.
  • QuickBooks Desktop: Banking → Bank Feeds → Import Web Connect File. QuickBooks Online: Banking → Upload transactions where Web Connect is supported.
  • Downloads stay under Records for 30 days.

Pricing

Free tier includes CSV, Excel, and QuickBooks QBO within the daily and monthly limits. See plans.

Use historical PDF statements when the bank feed stops short

This page is for a specific job: you have an older bank or credit-card statement in PDF, but QuickBooks needs transaction data. Convert one account and statement period at a time, then review the imported date range before adding anything to your books.

What the QBO download contains

  • A QuickBooks Web Connect file generated from the transactions the converter could read.
  • Stable transaction IDs to reduce accidental duplicates when the same conversion is downloaded again.
  • A separate CSV download so you can inspect the extracted rows outside QuickBooks.

Convert first, import second

  1. Select the QuickBooks account type and enter a short account label and the statement closing balance.
  2. Upload one supported text-based PDF statement and download the QBO file.
  3. Use QuickBooks' manual bank-transaction upload, then check the account, date range, and possible duplicates before accepting transactions.

Know the limits before you upload

The converter extracts transactions and creates an import file; it does not categorize, reconcile, or make accounting decisions. Scans, encrypted files, unusual layouts, and unreadable balances may fail. Check the supported documents matrix and read how uploaded statements are handled in Security.

Not affiliated with, sponsored, or endorsed by Intuit. QuickBooks is a trademark of Intuit Inc. Import uses a generic Web Connect bank profile; map the file to your real account in QuickBooks when prompted.