[{"data":1,"prerenderedAt":465},["ShallowReactive",2],{"hubs:en":3,"footer:en":25,"content:en:bank-statement-to-quickbooks":344},[4,10,15,20],{"id":5,"type":6,"title":7,"description":8,"path":9},"banks","hub","A bank statement converter that works with any bank","Convert statements from Chase, Barclays, HSBC, SBI, HDFC, CommBank or any other bank to Excel, CSV or QuickBooks, with download tips for each bank.","\u002Fbanks",{"id":11,"type":6,"title":12,"description":13,"path":14},"guides","Bank statement guides: from PDF to spreadsheet, books and tax return","Step-by-step bank statement guides: PDF to Excel, importing into QuickBooks Online and TallyPrime, reconciling in Excel, expense categories and OFX files.","\u002Fguides",{"id":16,"type":6,"title":17,"description":18,"path":19},"formats","Convert bank statements to the file format you need","Convert bank statements from PDF, scan, photo, CAMT.053 or MT940 to Excel, CSV, QuickBooks, Xero, OFX or QIF — and find the file format you need.","\u002Fformats",{"id":21,"type":6,"title":22,"description":23,"path":24},"use-cases","Who uses a bank statement converter, and for what","How bookkeepers, accountants, small businesses, mortgage brokers, tax preparers and individuals use a bank statement converter, and the job it does.","\u002Fuse-cases",[26,27,33,38,39,45,50,56,65,70,78,83,90,98,105,112,119,124,129,134,139,140,148,156,164,169,177,185,190,197,205,213,221,229,234,242,249,257,262,269,276,283,290,298,303,308,313,318,323,328,333,338,343],{"id":5,"type":6,"title":7,"description":8,"path":9},{"id":28,"type":29,"title":30,"description":31,"path":32},"usecase-mortgage","usecase","Bank statement analysis for mortgage brokers and lenders","Turn 12–24 months of borrower bank statements into one categorized, balance-checked spreadsheet for income averages and large-deposit review.","\u002Fmortgage-brokers",{"id":34,"type":29,"title":35,"description":36,"path":37},"usecase-accountants","Bank statement conversion for accountants and bookkeepers","Turn a client's year of PDF statements, scans and photos into balance-checked transactions and import files for QuickBooks, Xero or Excel.","\u002Faccountants-and-bookkeepers",{"id":11,"type":6,"title":12,"description":13,"path":14},{"id":40,"type":41,"title":42,"description":43,"path":44},"guide-mortgage-statements","guide","Bank statements for a mortgage: what lenders ask for and how to prepare them","How many months of bank statements mortgage lenders ask for, what underwriters look for, how large deposits are explained and how to prepare a clean set.","\u002Fbank-statements-for-mortgage",{"id":46,"type":41,"title":47,"description":48,"path":49},"guide-expense-categories","Business expense categories: the list and how to use it","A practical list of business expense categories with bank transaction examples and Schedule C lines, plus how to categorize bank transactions for taxes.","\u002Fbusiness-expense-categories",{"id":51,"type":52,"title":53,"description":54,"path":55},"categorize-transactions","convert","Categorize bank transactions automatically","Categorize bank transactions automatically: upload any statement and get clean payee names, your own categories and rules that always win. Totals in Excel.","\u002Fcategorize-bank-transactions",{"id":57,"type":58,"title":59,"description":60,"path":61,"bank":62},"bank-bancolombia","bank","Convert a Bancolombia statement to Excel","Convert Bancolombia statements (extractos) to Excel or CSV: where to download PDF and XLS, how to open locked PDFs, and how to balance-check every row.","\u002Fbancolombia-statement-to-excel",{"name":63,"country":64},"Bancolombia","CO",{"id":66,"type":52,"title":67,"description":68,"path":69},"convert-csv","Convert a bank statement to CSV","Convert a bank statement PDF, scan or photo to CSV: one clean row per transaction, categorized and balance-checked. Comma or semicolon, any date format.","\u002Fbank-statement-to-csv",{"id":71,"type":58,"title":72,"description":73,"path":74,"bank":75},"bank-chase","Convert a Chase statement to Excel","Convert Chase bank and credit card statements to Excel, CSV or QuickBooks. Where to download Chase PDFs and CSVs, how far back, and how to check totals.","\u002Fchase-statement-to-excel",{"name":76,"country":77},"Chase","US",{"id":79,"type":52,"title":80,"description":81,"path":82},"convert-xero","Convert a PDF bank statement and import it into Xero","Import any PDF bank or credit card statement into Xero: convert it to a Xero statement CSV, check it balances, then import it in a few clicks.","\u002Fbank-statement-to-xero",{"id":84,"type":58,"title":85,"description":86,"path":87,"bank":88},"bank-american-express","Convert an American Express statement to Excel","Export American Express transactions to Excel or CSV, or convert older Amex PDF statements beyond the two-year window. Signs and card members explained.","\u002Famex-statement-to-excel",{"name":89,"country":77},"American Express",{"id":91,"type":58,"title":92,"description":93,"path":94,"bank":95},"bank-hdfc-bank","Convert an HDFC Bank statement to Excel","Convert HDFC Bank account and credit card statement PDFs to Excel or CSV. NetBanking download options, the Customer ID password and Tally tips explained.","\u002Fhdfc-bank-statement-to-excel",{"name":96,"country":97},"HDFC Bank","IN",{"id":99,"type":58,"title":100,"description":101,"path":102,"bank":103},"bank-icici-bank","Convert an ICICI Bank statement to Excel","Convert ICICI Bank account and credit card statement PDFs to Excel or CSV. How far back you can download, the card statement password and Tally tips.","\u002Ficici-bank-statement-to-excel",{"name":104,"country":97},"ICICI Bank",{"id":106,"type":58,"title":107,"description":108,"path":109,"bank":110},"bank-sbi","Convert an SBI bank statement PDF to Excel","Convert SBI bank statement PDFs to Excel or CSV, including password-protected e-statements. Where to get them, which password applies, and Tally tips.","\u002Fsbi-bank-statement-to-excel",{"name":111,"country":97},"State Bank of India (SBI)",{"id":113,"type":58,"title":114,"description":115,"path":116,"bank":117},"bank-bank-of-america","Convert Bank of America statements to Excel or QuickBooks","Convert Bank of America statements to Excel, CSV, QuickBooks (.qbo) or QIF — useful now that BofA's QFX Web Connect downloads have been discontinued.","\u002Fbank-of-america-statement-to-excel",{"name":118,"country":77},"Bank of America",{"id":120,"type":52,"title":121,"description":122,"path":123},"convert-quickbooks","Convert bank statements for QuickBooks Online and QuickBooks Desktop","Convert PDF bank statements to a QuickBooks Online CSV or a .qbo Web Connect file for QuickBooks Desktop — categorized and balance-checked first.","\u002Fbank-statement-to-quickbooks",{"id":125,"type":52,"title":126,"description":127,"path":128},"convert-excel","Convert bank statements to Excel","Convert any bank statement PDF, scan or photo to Excel in seconds. Every transaction categorized and checked against your balances. See it before you pay.","\u002Fbank-statement-to-excel",{"id":130,"type":52,"title":131,"description":132,"path":133},"convert-ofx","Convert bank statements to OFX files","Convert a bank statement PDF, scan or CSV to an OFX file for GnuCash, Xero, Wave, Sage and more. Every transaction is balance-checked before you import.","\u002Fbank-statement-to-ofx",{"id":135,"type":52,"title":136,"description":137,"path":138},"convert-qif","Convert bank statements to QIF for Quicken and other money apps","Convert a bank statement PDF, scan or CSV to a QIF file for Quicken, GnuCash or HomeBank, with clean payees, categories and a balance check before import.","\u002Fbank-statement-to-qif",{"id":16,"type":6,"title":17,"description":18,"path":19},{"id":141,"type":58,"title":142,"description":143,"path":144,"bank":145},"bank-barclays","Convert Barclays bank statements to Excel","Convert Barclays and Barclaycard PDF statements to Excel, CSV or Xero. Where to find seven years of statements online and how to check the balances.","\u002Fbarclays-statement-to-excel",{"name":146,"country":147},"Barclays","GB",{"id":149,"type":58,"title":150,"description":151,"path":152,"bank":153},"bank-bbva-mexico","Convert BBVA México statements (estado de cuenta) to Excel","Convert BBVA México estado de cuenta PDFs to Excel or CSV, including password-protected e-mailed PDFs. Every movement categorized and balance-checked.","\u002Fbbva-mexico-statement-to-excel",{"name":154,"country":155},"BBVA México","MX",{"id":157,"type":58,"title":158,"description":159,"path":160,"bank":161},"bank-caixabank","Convert CaixaBank statements to Excel","Convert CaixaBank PDF extractos to Excel or CSV. Where to find movements and statements in CaixaBankNow, what each file holds, and a balance check.","\u002Fcaixabank-statement-to-excel",{"name":162,"country":163},"CaixaBank","ES",{"id":165,"type":52,"title":166,"description":167,"path":168},"convert-camt053","Convert CAMT.053 files to Excel","Convert camt.053 bank statement XML to Excel or CSV: one row per entry with signed amounts, payee and category, checked against the file's balances.","\u002Fcamt-053-to-excel",{"id":170,"type":58,"title":171,"description":172,"path":173,"bank":174},"bank-commbank","Convert CommBank statements to Excel, Xero, OFX or QIF","Convert Commonwealth Bank statements to Excel, CSV, Xero, OFX or QIF — now that NetBank only exports CSV. Works with PDFs up to seven years back.","\u002Fcommbank-statement-to-excel",{"name":175,"country":176},"Commonwealth Bank (CommBank)","AU",{"id":178,"type":58,"title":179,"description":180,"path":181,"bank":182},"bank-credit-agricole","Convert Crédit Agricole statements to Excel","Convert Crédit Agricole e-relevés to Excel, CSV or OFX. Where to download operations, why history stops at 12 months, and how to convert older PDFs.","\u002Fcredit-agricole-statement-to-excel",{"name":183,"country":184},"Crédit Agricole","FR",{"id":186,"type":52,"title":187,"description":188,"path":189},"convert-credit-card","Convert credit card statements to Excel","Convert credit card statement PDFs to Excel, CSV, QuickBooks or Xero. Charges and payments are signed consistently and checked against the new balance.","\u002Fcredit-card-statement-to-excel",{"id":191,"type":58,"title":192,"description":193,"path":194,"bank":195},"bank-hsbc-uk","Convert HSBC UK bank statements to Excel","Convert HSBC UK bank statements to Excel, CSV or Xero: how to download HSBC PDFs and transaction files, and what the payment codes mean.","\u002Fhsbc-statement-to-excel",{"name":196,"country":147},"HSBC UK",{"id":198,"type":58,"title":199,"description":200,"path":201,"bank":202},"bank-ing-deutschland","Convert ING Germany Kontoauszüge to Excel and CSV","Convert ING Germany (ING-DiBa) PDF Kontoauszüge to Excel or CSV, including transactions older than the 390 days online banking shows. Balance-checked.","\u002Fing-germany-statement-to-excel",{"name":203,"country":204},"ING Deutschland","DE",{"id":206,"type":58,"title":207,"description":208,"path":209,"bank":210},"bank-intesa-sanpaolo","Convert Intesa Sanpaolo statements to Excel","Intesa Sanpaolo exports movements to Excel for only 13 months. Convert older PDF estratti conto to Excel or CSV, balance-checked and categorized.","\u002Fintesa-sanpaolo-statement-to-excel",{"name":211,"country":212},"Intesa Sanpaolo","IT",{"id":214,"type":58,"title":215,"description":216,"path":217,"bank":218},"bank-japan-post-bank","Convert Japan Post Bank passbooks and statements to Excel","Turn ゆうちょ passbook photos and Yucho Direct CSV files into a categorized, balance-checked Excel or CSV file. Download steps, limits and quirks.","\u002Fjapan-post-bank-passbook-to-excel",{"name":219,"country":220},"Japan Post Bank (ゆうちょ銀行)","JP",{"id":222,"type":58,"title":223,"description":224,"path":225,"bank":226},"bank-mbank","Convert mBank statements to Excel","Convert mBank statements to Excel or CSV. Where to export history, why the operation list isn't an accounting record, and how to open a Secure PDF.","\u002Fmbank-statement-to-excel",{"name":227,"country":228},"mBank","PL",{"id":230,"type":52,"title":231,"description":232,"path":233},"convert-mt940","Convert MT940 files to Excel","Convert MT940 statement files (.sta, .mt940) to Excel or CSV: :61: and :86: decoded into dates, signed amounts, payees and categories. Balance-checked.","\u002Fmt940-to-excel",{"id":235,"type":58,"title":236,"description":237,"path":238,"bank":239},"bank-nubank","Convert Nubank statements and faturas to Excel","Turn a Nubank extrato (OFX or PDF) or credit card fatura into Excel or CSV with every transaction categorized and checked against the balances.","\u002Fnubank-statement-to-excel",{"name":240,"country":241},"Nubank","BR",{"id":243,"type":58,"title":244,"description":245,"path":246,"bank":247},"bank-pko-bp","Convert PKO Bank Polski statements to Excel","Convert PKO BP PDF wyciągi to Excel or CSV. Where iPKO keeps statements, what MT940 and camt.053 reports cover, and how to convert older periods.","\u002Fpko-bp-statement-to-excel",{"name":248,"country":228},"PKO Bank Polski",{"id":250,"type":58,"title":251,"description":252,"path":253,"bank":254},"bank-rbc","Convert RBC Royal Bank statements to Excel","Convert RBC Royal Bank eStatements and credit card statements to Excel, CSV or QuickBooks. Where to find them and what happens when an account closes.","\u002Frbc-statement-to-excel",{"name":255,"country":256},"RBC Royal Bank","CA",{"id":258,"type":52,"title":259,"description":260,"path":261},"convert-scanned","Convert scanned bank statements and photos to Excel","Convert scanned bank statements, faxes and phone photos to Excel. Every row is checked against the statement's balances, so a misread digit gets caught.","\u002Fscanned-bank-statement-to-excel",{"id":263,"type":58,"title":264,"description":265,"path":266,"bank":267},"bank-smbc","Convert SMBC (Sumitomo Mitsui) statements and passbooks to Excel","Download SMBC Direct transactions as CSV, or convert older passbook pages and PDFs into a categorized, balance-checked Excel file. Limits explained.","\u002Fsmbc-statement-to-excel",{"name":268,"country":220},"Sumitomo Mitsui Banking Corporation (三井住友銀行)",{"id":270,"type":58,"title":271,"description":272,"path":273,"bank":274},"bank-sparkasse","Convert Sparkasse statements (Kontoauszüge) to Excel","Convert Sparkasse Kontoauszug PDFs to Excel or CSV, or upload CSV-CAMT and CAMT exports. Every transaction categorized and balance-checked.","\u002Fsparkasse-statement-to-excel",{"name":275,"country":204},"Sparkasse",{"id":277,"type":58,"title":278,"description":279,"path":280,"bank":281},"bank-unicredit","Convert UniCredit statements and movement lists to Excel","Download UniCredit movements as Excel, or convert PDF estratto conto, card statements and client PDFs to Excel or CSV — balance-checked and categorized.","\u002Funicredit-statement-to-excel",{"name":282,"country":212},"UniCredit",{"id":284,"type":58,"title":285,"description":286,"path":287,"bank":288},"bank-wells-fargo","Convert Wells Fargo statements to Excel","Convert Wells Fargo bank and credit card statements to Excel, CSV or QuickBooks, beyond the 18-month and 90-day download limits. Balance-checked.","\u002Fwells-fargo-statement-to-excel",{"name":289,"country":77},"Wells Fargo",{"id":291,"type":58,"title":292,"description":293,"path":294,"bank":295},"bank-ziraat-bankasi","Convert Ziraat Bankası statements to Excel","Convert Ziraat Bankası ekstre PDFs, scans and MT940 files to Excel or CSV. Where to find statements online, MT940 for companies, and a balance check.","\u002Fziraat-bank-statement-to-excel",{"name":296,"country":297},"Ziraat Bankası","TR",{"id":299,"type":41,"title":300,"description":301,"path":302},"guide-pdf-to-excel","How to convert a bank statement PDF to Excel","Seven ways to convert a bank statement PDF to Excel, from a free bank download and Excel's Get Data to Adobe, ChatGPT and converters — with pros and cons.","\u002Fhow-to-convert-bank-statement-pdf-to-excel",{"id":304,"type":41,"title":305,"description":306,"path":307},"guide-reconciliation","How to do a bank reconciliation in Excel","How to do a bank reconciliation in Excel: the step-by-step method, a template layout, the formulas to match transactions and a worked example.","\u002Fbank-reconciliation-in-excel",{"id":309,"type":41,"title":310,"description":311,"path":312},"guide-quickbooks-online","How to import a bank statement into QuickBooks Online","How to upload a bank statement to QuickBooks Online: menu path, the 3- or 4-column CSV format, 350 KB and 1,000-line limits, and fixes for failed uploads.","\u002Fimport-bank-statements-into-quickbooks-online",{"id":314,"type":41,"title":315,"description":316,"path":317},"guide-tally","How to import a bank statement into TallyPrime","How to import a bank statement into TallyPrime with Alt+O → Bank Statement, which formats Tally accepts, and what to do when you only have a PDF statement.","\u002Fimport-bank-statement-into-tally-prime",{"id":319,"type":41,"title":320,"description":321,"path":322},"guide-password-pdf","How to remove the password from your bank statement PDF","Remove the password from your own bank statement PDF with Chrome, Preview, Acrobat or qpdf, find your bank's password rule, and convert the statement.","\u002Fremove-password-from-bank-statement-pdf",{"id":324,"type":29,"title":325,"description":326,"path":327},"usecase-tax-preparation","Organize your bank statements for tax preparation","Turn a year of bank and card statements into categorized income and expenses, matched to Schedule C lines, with totals your tax preparer can use.","\u002Ftax-preparation",{"id":329,"type":29,"title":330,"description":331,"path":332},"usecase-small-business","Simple bookkeeping from your bank statements","Turn your business bank and card statements into simple books: every transaction categorized, totals by category and month, ready for your accountant.","\u002Fsmall-business",{"id":334,"type":29,"title":335,"description":336,"path":337},"usecase-personal-finance","Track your spending from bank statements","See where your money goes: turn past bank and credit card statements into a spreadsheet of spending by category and month. No bank login needed.","\u002Fpersonal-finance",{"id":339,"type":41,"title":340,"description":341,"path":342},"guide-ofx-files","What is an OFX file, and how is it different from QFX, QBO and QIF?","What an OFX file is, what's inside it, how it differs from QFX, QBO and QIF, how to open one in Excel, and how to make an OFX file from a PDF statement.","\u002Fwhat-is-an-ofx-file",{"id":21,"type":6,"title":22,"description":23,"path":24},{"id":120,"locale":345,"type":52,"slug":346,"title":347,"description":122,"h1":121,"lead":348,"updated":349,"hub":16,"steps":350,"blocks":363,"faq":425,"related":447,"alternates":449,"path":123,"hubPage":452,"relatedPages":453,"listing":464},"en","bank-statement-to-quickbooks","Bank Statement to QuickBooks: PDF to QBO and CSV","Upload a PDF, scan or photo of any bank or credit card statement and download a file QuickBooks imports: a **3-column CSV** for QuickBooks Online's bank upload, or a **.qbo Web Connect file** for QuickBooks Desktop. Every statement is balance-checked before it goes anywhere near your books.","2026-10-28",[351,354,357,360],{"title":352,"body":353},"Upload the statements","PDFs from any bank or card issuer, scans, phone photos or password-protected PDFs. Upload a whole year at once if you're catching up.",{"title":355,"body":356},"Check the balance","Each statement is checked: opening balance + money in − money out must equal the closing balance. Rows that don't add up are flagged with their page number, so you fix them before QuickBooks sees them.",{"title":358,"body":359},"Export for QuickBooks","Choose **QuickBooks Online CSV** or **QuickBooks Desktop (.qbo)**. Combine several statements into one file and limit it to a date range if the bank feed already covers part of the period.",{"title":361,"body":362},"Import into QuickBooks","In QuickBooks Online use **Bank transactions → Link account → Upload from file**. In QuickBooks Desktop use **File → Utilities → Import → Web Connect Files**.",[364,383,395,401,410,415,420],{"h2":365,"p":366,"table":368,"note":382},"Which QuickBooks file do you need?",[367],"QuickBooks Online and QuickBooks Desktop import bank transactions in different ways, so there are two exports:",{"head":369,"rows":373},[370,371,372],"You use","Export","Where it goes in QuickBooks",[374,378],[375,376,377],"QuickBooks Online","**QuickBooks Online CSV** — Date, Description, Amount","Bank transactions → Link account → Upload from file",[379,380,381],"QuickBooks Desktop (Pro, Premier, Enterprise)","**.qbo Web Connect file**","File → Utilities → Import → Web Connect Files","\"PDF to QBO\" means a .qbo file — QuickBooks' Web Connect format — not QuickBooks Online. A plain OFX file isn't enough for QuickBooks Desktop: it only imports Web Connect files that name a bank from Intuit's list, which is what the .qbo export does.",{"h2":384,"p":385,"ol":387,"note":394},"Upload a bank statement to QuickBooks Online",[386],"Once you have the QuickBooks Online CSV, the upload takes a couple of minutes. Menu names below are from Intuit's current layout; older layouts reach the same page through **Banking** or **Transactions → Bank transactions**.",[388,389,390,391,392,393],"Go to **All apps → Accounting → Bank transactions** and select the account's tile.","Open the **Link account** dropdown and choose **Upload from file** (on an unconnected account you may see **Upload transactions manually**).","Drag in the CSV and select **Continue**.","Choose the QuickBooks account the transactions belong to — or **Add new** — then **Continue**.","Map the columns: Date to Date, Description to Description, and one Amount column. Make sure the date format shown matches the file.","Tick the transactions to import, select **Continue**, then **Yes** and **Done**. They appear under **For review**, where you categorize, match or add them.","Intuit's step-by-step: [Manually upload transactions into QuickBooks Online](https:\u002F\u002Fquickbooks.intuit.com\u002Flearn-support\u002Fen-us\u002Fhelp-article\u002Fimport-transactions\u002Fmanually-upload-transactions-quickbooks-online\u002FL0rE9OXBz_US_en_US). For the full walkthrough, including fixes for common upload errors, see [how to import bank statements into QuickBooks Online](\u002Fimport-bank-statements-into-quickbooks-online).",{"h2":396,"p":397,"note":400},"QuickBooks bank statement CSV format and upload limits",[398,399],"QuickBooks Online accepts a CSV in one of two layouts: 3 columns (Date, Description, Amount) or 4 columns (Date, Description, Credit, Debit). Intuit also asks for one date format throughout the file, no zeros in amount cells, and — in its help article — a file in English, no larger than 350 KB and no more than 1,000 lines per upload.","The export uses the 3-column layout. Dates are MM\u002FDD\u002FYYYY or DD\u002FMM\u002FYYYY, following your date setting, so pick the one your QuickBooks company uses. The Description is the clean payee name followed by the original statement text, so you can still recognise each line when you categorize it in QuickBooks. Amounts are plain signed numbers with two decimals: negative for money out, positive for money in.","More than 1,000 transactions? Export the period in parts — one file per quarter, for example — using the date range option, and upload them one after another.",{"h2":402,"p":403,"ul":406},"Import a .qbo file into QuickBooks Desktop",[404,405],"The .qbo export is a Web Connect file: an OFX statement with Intuit's bank identifier added. It uses Intuit bank id 3000, and when you import it QuickBooks asks which of your accounts the transactions belong to.","Go to **File → Utilities → Import → Web Connect Files** and select the .qbo file. When QuickBooks asks where to put the transactions, choose your existing bank or credit card account (or create a new one) and continue. The transactions then wait in the **Bank Feeds** center, where you add them or match them to entries already in your books.",[407,408,409],"Card statements are written as credit card files, so import them into a credit card account, not a checking account.","Each transaction carries a stable unique ID (FITID) — the OFX standard's way for software to recognise a transaction it has already seen.","Web Connect import is part of QuickBooks' bank feeds, which Intuit only supports in current Desktop versions. If the menu item is missing or the import fails, check your version first.",{"h2":411,"p":412},"Avoid duplicates with the bank feed",[413,414],"Duplicates happen when the uploaded file overlaps transactions that the bank feed has already downloaded, or that someone entered by hand. When you connect a bank, QuickBooks usually brings in only recent history; Intuit notes that a manual upload can bring in more than 90 days of transactions. That makes the clean split: the bank feed covers the recent period, your converted statements cover everything before it.","Look up the date of the oldest transaction the feed downloaded. Export your statements with a date range that ends the day before it, and nothing will overlap. If you're adding to an account that already has transactions, start the range the day after the last one. In the For review list, QuickBooks suggests matches to existing entries — choose **Match** for those instead of **Add**.",{"h2":416,"p":417},"Credit card statements in QuickBooks",[418,419],"Card issuers' own downloads often show charges as positive amounts and payments as negative ones, because from the bank's side a charge increases what you owe. Intuit's own help warns that payments may appear as negative amounts in card files. That's why converted card files so often land in QuickBooks with charges and payments swapped.","The export signs every transaction from your side, for bank and card accounts alike: purchases, fees and interest are negative, payments and refunds are positive. In QuickBooks Online, upload the file to the credit card account, and before you confirm the batch check that one purchase you recognise shows as a charge, not a payment. More on card layouts in [credit card statements to Excel](\u002Fcredit-card-statement-to-excel).",{"h2":421,"p":422},"Why not use QuickBooks' own PDF statement upload?",[423,424],"QuickBooks Online can now read PDF and image statements itself, and for a clean English-language statement that may be all you need. Intuit's help says these statements must be in English.","A separate converter is worth it when the statement is in another language, when you use QuickBooks Desktop, when you need the same transactions in Excel for a client or a lender, or when you want proof before importing: the balance check shows that opening balance + money in − money out equals the closing balance, and points to the page of any row that doesn't fit. See the full [comparison with QuickBooks' PDF import](\u002Fquickbooks-pdf-import-alternative).",[426,429,432,435,438,441,444],{"q":427,"a":428},"Which file does QuickBooks Online accept for bank uploads?","CSV files with 3 columns (Date, Description, Amount) or 4 columns (Date, Description, Credit, Debit), plus QBO and QFX files. Export the QuickBooks Online CSV and upload it from Bank transactions → Link account → Upload from file.",{"q":430,"a":431},"Can I convert a PDF bank statement to a QBO file?","Yes. Export **QuickBooks Desktop (.qbo)** and import it with File → Utilities → Import → Web Connect Files. QuickBooks asks which account to put the transactions in.",{"q":433,"a":434},"How do I avoid duplicates with the bank feed?","Export only the period the feed doesn't cover: use a date range that ends the day before the feed's oldest transaction. In For review, match anything QuickBooks flags as already entered.",{"q":436,"a":437},"Can I backfill transactions older than the bank feed?","Yes — that's the main reason to upload statements. Convert the older PDFs, combine them into one file and upload it to the same account.",{"q":439,"a":440},"How are credit card charges and payments signed?","From your side: charges, fees and interest are negative; payments and refunds are positive. Upload card files to the credit card account in QuickBooks.",{"q":442,"a":443},"Do the categories carry over into QuickBooks?","QuickBooks assigns its own accounts during review, so the QuickBooks file carries the clean payee and the statement text rather than our category. Use the [Excel export](\u002Fbank-statement-to-excel) when you need the categories as well.",{"q":445,"a":446},"What does it cost?","You pay per statement page with transactions — 100 pages for $12, or $29 a month for 500 pages — and see the transaction count and balance check before paying. See [pricing](\u002Fpricing).",[309,448,186,79,66,34],"compare-quickbooks-pdf",{"es":450,"fr":451,"en":123},"\u002Fes\u002Festado-de-cuenta-a-quickbooks","\u002Ffr\u002Freleve-bancaire-quickbooks",{"title":17,"path":19},[454,455,460,461,462,463],{"id":309,"type":41,"title":310,"description":311,"path":312},{"id":448,"type":456,"title":457,"description":458,"path":459},"compare","QuickBooks PDF bank statement import vs converting first","QuickBooks Online can read PDF bank statements. What its upload supports, where it stops (non-English, Desktop, Xero) and what to do when it fails.","\u002Fquickbooks-pdf-import-alternative",{"id":186,"type":52,"title":187,"description":188,"path":189},{"id":79,"type":52,"title":80,"description":81,"path":82},{"id":66,"type":52,"title":67,"description":68,"path":69},{"id":34,"type":29,"title":35,"description":36,"path":37},[],1793285443784]