QuickBooks can't read bank PDFs directly. Convert your Chase, Bank of America, or Wells Fargo statement to a CSV file that imports into QuickBooks Online or Desktop in minutes.
Convert to QuickBooks CSVFree preview · From $1 per statement
Log into your bank's website or app and download the statement PDF for the period you want to import.
Drag and drop your PDF into our converter. The AI reads your bank's specific format automatically.
Check the preview. Correct any rows if needed. Then click Export CSV — the file is formatted for QuickBooks.
In QuickBooks: Banking → Upload File → Select your CSV → Map columns (Date, Description, Amount) → Finish.
Use the 3-column format (Date, Description, Amount) for QuickBooks Online's basic import.
For QuickBooks Desktop, use the IIF format or the 5-column CSV (Date, Description, Debit, Credit, Balance).
Always import in chronological order — oldest transactions first.
Chase and Bank of America statements sometimes include pending transactions — review and remove them before importing.
Set the date format to MM/DD/YYYY in the mapping step — this is what QuickBooks expects for US banks.