Turn your bank’s PDF statement into a QuickBooks bank file (.qbo) or a QuickBooks Online CSV, and check every transaction first. Free, no sign-up, and the PDF never leaves your device.
Beta: works with most text-based bank PDFs; always check the badge — amber or red means compare with your statement.
Never leaves your device
Checks the balances add up
.qbo file and QuickBooks CSV
Converter
Drop your bank statement PDFs hereDrop more PDFs here
or
Text-based PDFs from most banks. You can add several statements at once.
Your statement never leaves your device. Conversion happens in your browser; you can even disconnect from the internet after the page loads. (Only a PDF with Chinese, Japanese or Korean text may need a font table from newellabs.com; that request carries nothing from your file.)
Converter loaded: it works offline from here (Chinese, Japanese and Korean PDFs excepted).
Your files
Statement
Money in
Money out
Notes from the converter
Transactions
Click any cell to fix it. Negative amounts are money out. Press Enter to move down.
For QuickBooks: the .qbo file imports into QuickBooks Online and QuickBooks Desktop; the QuickBooks CSV is for QuickBooks Online. Steps are below the converter.
For the CSV, Excel, QuickBooks CSV and Xero CSV files.
For QuickBooks, Quicken and OFX files.
For QuickBooks, Quicken and OFX files, so each account stays separate.
For QuickBooks (.qbo) and Quicken (.qfx) files; most converters use 3000. The importer checks this ID and shows that bank's name, but the rows go into the account you choose. If Quicken says it is “unable to verify the financial institution”, try the other ID.
Use the date order of the app you import the QIF file into.
Which QuickBooks file should you use?
Both files hold the same transactions. The difference is which QuickBooks can read them and how much setting up the import needs.
QuickBooks .qbo file compared with the QuickBooks CSV
QuickBooks (.qbo)
QuickBooks CSV
QuickBooks Online
Yes: upload it, no column matching
Yes: upload it, then match the columns
QuickBooks Desktop
Yes: imported as a Web Connect file
No: Desktop has no CSV upload for bank transactions
Columns
Date, amount, description, a transaction ID, the account and the ending balance
Plain English letters only: such descriptions are marked “non-Latin text”
Kept as the PDF stores it (Intuit asks for English)
The QuickBooks CSV follows Intuit’s own CSV guide: exactly three or four columns, a first heading that reads “Date”, and zeros left blank. Choose Separate Debit and Credit columns under Export for the 4-column layout.
QuickBooks Online can read some PDF statements itself
Intuit’s help article “Manually upload transactions into QuickBooks Online” says you can upload an account statement as a PDF or an image, and its AI extracts the transactions. The statement has to be in English, and Intuit says some statements may be reviewed by its team of experts. If that works for your statement, you may not need a converter at all.
This converter is for the other cases:
QuickBooks Desktop: it imports bank transactions from .qbo files, which the converter makes.
Checking before you import: the badge shows whether the rows add up to the statement’s closing balance, and you can fix a row before anything reaches QuickBooks.
Keeping the statement to yourself: the PDF is read inside your browser. Only the file you export goes to QuickBooks, and nobody reviews your statement.
Import it into QuickBooks
QuickBooks Online
Export the QuickBooks (.qbo) file or the QuickBooks CSV.
In QuickBooks Online, go to Banking (called Bank transactions in newer menus).
Choose Upload transactions. In some versions it sits under the Link account menu as Upload from file.
Select the file and pick the QuickBooks account the transactions belong to.
For the CSV, match Date, Description and Amount (or Credit and Debit) and pick the same date format you chose here.
Review the new transactions under For review, then categorise or match them.
If the account already has a live bank connection in QuickBooks, upload only the dates that connection doesn’t cover, so nothing is counted twice.
QuickBooks Desktop
Export the QuickBooks (.qbo) file. Desktop reads bank transactions from .qbo files, not from CSV.
In QuickBooks Desktop, go to File › Utilities › Import › Web Connect Files (or Banking › Bank Feeds › Import Web Connect Files).
Select the .qbo file and choose Open. Intuit’s help says Desktop needs you to be signed in to your Intuit account for this.
Choose Use an existing QuickBooks account (or create a new one) and select Continue.
Review and add the transactions in the Bank Feeds center.
Check the first import against your statement before you rely on it.
Statements over 1,000 lines
QuickBooks Online takes at most 1,000 lines and 350 KB per upload (Intuit’s help article “Manually upload transactions into QuickBooks Online”). When a .qbo or QuickBooks CSV export would go over either limit, the converter saves a .zip with one file per part instead, named part1of3, part2of3 and so on, each under both limits.
Unzip it and upload the parts one after another into the same account. In the .qbo parts, each transaction keeps the same ID it would have had in one file.
Why QuickBooks may say “Wells Fargo”
A .qbo file names a bank with an Intuit bank ID, and QuickBooks shows that bank’s name during the import. The converter uses 3000 by default, the ID most converters use, which belongs to Wells Fargo. The transactions still go into the account you choose.
Under Export you can pick 10898 (Chase) instead, or type your own bank’s ID. Keep the same bank ID and the same Account value every month, so each file describes the same account.
Frequently asked questions
Can QuickBooks Desktop import the CSV file?
No. QuickBooks Desktop imports bank transactions from .qbo (Web Connect) files, not from CSV. Use the QuickBooks (.qbo) export for Desktop; the QuickBooks CSV is for QuickBooks Online.
Should I use the .qbo file or the CSV in QuickBooks Online?
Either works. The .qbo file needs no column matching and carries the account and the ending balance. The CSV is easy to open and check in a spreadsheet first. Both go in through Upload transactions. Intuit says upload files must be in English, so descriptions in Urdu or another script may not import from the CSV: edit them first, or use the .qbo file, where they are marked “non-Latin text”.
Can’t QuickBooks Online read the PDF statement itself?
For some statements, yes. Intuit’s help says QuickBooks Online accepts an account statement as a PDF or an image if it is in English, that its AI extracts the transactions, and that some statements may be reviewed by its experts. Use this converter for QuickBooks Desktop, to check the balances and fix rows before importing, or when you’d rather your statement isn’t uploaded.
Why does QuickBooks show Wells Fargo as the bank?
The .qbo file carries an Intuit bank ID, and the default, 3000, belongs to Wells Fargo. QuickBooks shows that name, but the transactions go into the account you pick. You can choose 10898 (Chase) or type your own bank’s ID under Export.
My statement has more than 1,000 transactions. What happens?
QuickBooks Online takes at most 1,000 lines and 350 KB per upload, so the converter saves a .zip with one file per part, each under both limits. Upload the parts one after another into the same account.
Why are some cells empty in the QuickBooks CSV?
Intuit asks for zeros to be left blank. In the 4-column layout a deposit has no Debit and a payment has no Credit, so those cells stay empty instead of showing 0.
Does QuickBooks need the currency and account?
The .qbo file states both. When the statement prints its currency and account number, they are used automatically; otherwise the converter asks for the currency and the last 4 digits (or a short name) before it saves the file.