Statement to QBO Converter

Convert CSV or PDF bank/credit card statements to QuickBooks format

Account Type

Account ID

Routing Number

Previous Balance (for CSV files)

Statement File

Drag & drop file here or click to browse

Supported: CSV, PDF (see Info tab for supported banks)

Preview and compare QBO files

Preview Single File

Drop .qbo file to preview

Compare Two Files

File 1 (Original)

Drop .qbo file

File 2 (Generated)

Drop .qbo file

Configure payee name cleanup and other settings

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Payee Name Cleanup

Words and phrases in this list will be removed from transaction descriptions. For example, "POS Transaction Vendor Name" becomes "Vendor Name". Matching is case-insensitive.

How it works: The cleanup runs automatically when you upload a statement. The exclusion list is saved in your browser's local storage.

Supported statement formats for automatic parsing

Bank Accounts

PDF Bank of America Business Checking
PDF Wells Fargo Business Checking
PDF US Bank Business Checking
PDF Umpqua Bank
PDF Waterfront Credit Union

Credit Cards

PDF American Express
PDF Bank of America Credit Card (Personal & Business)
PDF Elan Financial (Columbia Bank, Umpqua)

CSV Support

Generic CSV files are supported with auto-detection of common column formats (Date, Description, Amount, etc.). Works with most bank and credit card CSV exports.

Note: PDF statements are automatically detected based on their content. If your bank isn't listed, try exporting as CSV from your online banking portal.