Pro & Business Feature

Convert Bank Statement PDF to QBO for QuickBooks

Skip the CSV mapping headache. Upload your bank statement PDF and download a QuickBooks Web Connect (QBO) file that imports directly into QuickBooks Desktop or QuickBooks Online — dates, amounts, and payees mapped automatically.

Get Pro$39/mo · QBO export included

Why QBO Instead of CSV?

Direct QuickBooks Import

QBO (Web Connect) files import directly into QuickBooks with no column mapping required. Just open the file and transactions appear in the right account.

No Manual Mapping

With CSV, QuickBooks asks you to map date, amount, and description columns every time. QBO files are pre-structured — QuickBooks knows exactly what each field is.

Duplicate Detection

QBO files include unique transaction IDs. QuickBooks uses these to detect duplicates automatically, preventing double-entered transactions.

How It Works

1

Upload PDF

Upload your bank statement PDF from any supported bank.

2

Preview Data

Review the extracted transactions before downloading.

3

Choose QBO

Select QBO format from the download options.

4

Import

Open the .qbo file in QuickBooks — transactions import automatically.

What Your QBO File Includes

Transaction Fields

  • Transaction date (DTPOSTED)
  • Transaction amount (TRNAMT)
  • Payee name (NAME)
  • Transaction memo (MEMO)
  • Unique transaction ID (FITID)
  • Debit / Credit type (TRNTYPE)

Compatible With

  • QuickBooks Online
  • QuickBooks Desktop (Pro, Premier, Enterprise)
  • QuickBooks Self-Employed
  • QuickBooks for Mac
  • Other OFX-compatible software
  • Reckon Accounts (AU)

Works With 149+ Banks

Convert PDF statements from any supported bank to QuickBooks-ready QBO format.

ChaseBank of AmericaWells FargoCitibankCapital OneUS BankPNC BankAmerican ExpressTD BankTruistAlly BankChime
View all 149+ supported banks

Your Data is Safe

Your PDF is processed entirely in memory and never written to disk. Files are automatically deleted within 60 minutes. All connections use TLS encryption.

Simple, Transparent Pricing

Start free with 5 conversions per month. Upgrade when you need more.

Need a one-time conversion sprint? 24-Hour Day Pass — $9.99

Unlimited text PDFs + 20 AI credits for 24 hours. One-time payment, no subscription.

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Starter
$14.99 / mo

For regular conversions

  • 150 conversions per month
  • Text PDFs
  • CSV & Excel export
  • 10 MB file size
  • AI rescue & scanned PDFs
  • Batch upload
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Most Popular
Pro
$39 / mo

200 AI credits/month

For messy & scanned statements

  • 500 conversions per month
  • AI rescue when standard extraction fails
  • Scanned & image PDF support
  • Batch upload (up to 5 files)
  • QBO, JSON, CSV & Excel
  • 15 MB file size
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Business
$79 / mo

1,000 AI credits/month

For teams & high volume

  • 2,000 conversions per month
  • AI rescue & scanned PDFs
  • Batch upload (up to 10 files)
  • QBO, JSON, CSV & Excel
  • Dashboard & 7-day history
  • 25 MB file size · priority support
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Free tier: 5 conversions/month, text PDFs only, CSV & Excel export — no credit card required. Create free account

Secure payment via Paddle
Instant processing
Files auto-deleted after processing

Bank Statement to QBO FAQ

QBO (QuickBooks Web Connect) is a file format based on OFX (Open Financial Exchange) that QuickBooks can import directly. It contains transaction data — dates, amounts, payee names, and unique IDs — in a structure QuickBooks understands without any manual column mapping.

Yes. QBO files are compatible with QuickBooks Online, QuickBooks Desktop (Pro, Premier, Enterprise), QuickBooks for Mac, and QuickBooks Self-Employed. The import process differs slightly between versions, but the file format is the same.

When you import a CSV, QuickBooks asks you to map columns (date, amount, description) every time. QBO files are pre-structured so QuickBooks knows exactly what each field is. QBO files also include unique transaction IDs that prevent duplicate entries.

QBO export is available on Pro ($39/mo) and Business ($79/mo) plans. The free tier, Day Pass, and Starter plan support CSV and Excel exports. QBO export is designed for bookkeepers who need to import directly into QuickBooks.

Yes. Pro and Business plans include batch upload, so you can upload multiple bank statement PDFs in a single session and download each one as a QBO file for import into QuickBooks.

More Conversion Tools

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Ready to Import into QuickBooks?

Upload your bank statement PDF and download a QBO file that QuickBooks can import directly. No column mapping, no manual entry.

Upgrade to Pro — $39/mo