OfflineStatement

Bank statement PDF to QuickBooks

Get a QuickBooks Online bank-upload CSV (Date, Description, Amount) from any text-based PDF statement. Money in is positive, money out negative, dates in one consistent format.

A PDF bank statement turned into a tidy spreadsheet, ready for QuickBooks
Drop statement PDFs hereor click to choose filesTap to choose a statement PDF

Free: 3 statements a day, no sign-up.

How your statement stays private

  1. Your PDFPick a statement from your computer or phone.
  2. Read in this tabThis page reads it on your device and never sends the file anywhere. Turn off your wifi after the page loads and it still works.
  3. Your spreadsheetThe rows go straight into a file in your downloads.

Works with most banks

Reads text-based PDF statements with debit/credit or single-amount columns, in US, UK, European, Indian and Indonesian number formats. Password-protected e-statements work too, and the password stays on your device.

Checked, not guessed

Every statement gets a running-balance check: if a row doesn't add up to the printed balance, we highlight it, so nothing goes into your books wrong.

Hours of typing, done in a minute

Free: preview every transaction and download the first 25 as a CSV.
Pro: every transaction, a year of statements in one file, Excel, QuickBooks, Xero and OFX. See pricing

Import it into QuickBooks Online

  1. Drop your statement PDF in the box above and choose QuickBooks CSV (a Pro format). The file lands in your downloads.
  2. In QuickBooks Online, open Bank transactions, pick the account, then choose Link account ▾ > Upload from file and select the CSV.
  3. Choose the QuickBooks account to add the rows to. On the mapping screen, map Date, Description and Amount (one amount column) and pick the date format below.
  4. Check that money out shows as negative, tick the transactions you want and select Continue.

Which date format?

Every date is written in full, with the year read from the statement. If your statement prints dates as numbers with the month first (03/14), the file uses MM/DD/YYYY; otherwise (14/03, 14 Mar, Mar 14) it uses DD/MM/YYYY. QuickBooks asks for the format on its mapping screen: pick the matching one.

FAQ

What format does QuickBooks need?

QuickBooks Online accepts a 3-column CSV: Date, Description, Amount. That's exactly what the QuickBooks export produces.

Can I convert several months at once?

Yes. Pro converts a batch of statements into one file.

Is my data sent anywhere?

No. Everything runs in your browser; there is no server that sees your statement.