Convert PDF Bank Statement to QBO (QuickBooks)

How to convert a PDF bank statement to QBO

1. Download your bank statement as a PDF from your online banking portal.
2. Drop the PDF into the upload box above (or click to browse). Files up to 25 MB are supported.
3. Wait 10–30 seconds while our OCR + AI engine reads the layout and extracts every transaction.
4. Download the QBO file. The first conversion every 24 hours is free.

Why QBO?

QBO is QuickBooks' preferred import format because each transaction carries a stable ID (FITID). This means re-importing the same statement never creates duplicates — a problem you'll hit quickly with CSV imports.

• Native .qbo (OFX) format that QuickBooks Online imports without column mapping
• Deterministic FITIDs — re-importing or overlapping statements never duplicates transactions
• Includes posted date, amount (signed), payee, and memo per transaction
• Currency code embedded in the file, so multi-currency accounts import correctly
• Works with QuickBooks Desktop and QuickBooks Online (Banking → Upload transactions)

What gets extracted from your statement

• Transaction date (normalised to YYYY-MM-DD)
• Description, payee, and reference where available
• Debit and credit amounts in separate, signed columns
• Running balance, where the statement shows one
• Statement period, opening balance, and closing balance
• Account holder name and account number (header only)

Convert QBO for any bank

Our parser is bank-agnostic — it reads the layout of your statement directly rather than relying on a hand-written template per bank. That's how we support 1,000+ banks worldwide. Common ones below:

QBO conversion FAQ