AI Pro 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 AI Pro$69/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

When accuracy matters, switch to AI Pro.

Built for hard statements
AI Pro
$69 / mo

1,000 AI credits included

Best for messy, scanned, or high-stakes statements

  • AI rescue when standard extraction isn't good enough
  • Scanned & image PDF support
  • Batch upload (up to 10 files)
  • QBO, JSON, CSV & Excel export
  • Dashboard & history (7-day retention)
  • Priority support
  • Failed AI rescues refunded automatically

AI extraction pauses at 1,000 credits each month; annual billing gives you a larger upfront pool.

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24-Hour Day Pass
$24.99

Best for one-off volume

  • Unlimited text PDF conversions for 24h
  • CSV & Excel export
  • Guest checkout — no sign-up
  • One-time payment, no sub
  • AI rescue
  • Scanned PDF support
Free
$0

Try it risk-free

  • 3 free conversions per month
  • CSV & Excel export
  • Text PDFs only
  • Standard extraction
  • AI rescue
  • Scanned PDF support

Only AI rescue and scanned PDF extraction use credits. Standard text-PDF extraction stays free and unlimited for all tiers.

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.

No. QBO export is an AI Pro feature ($69/mo). The free tier and Day Pass support CSV and Excel exports, which work great for spreadsheet workflows. QBO export is designed for bookkeepers who need to import directly into QuickBooks.

Yes. AI Pro includes 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

PDF to Excel ConverterPDF to JSON ConverterBatch Statement Converter

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 AI Pro — $69/mo