Drop your bank statement PDF here, or choose it
PDF, up to 10 MB. Nothing is stored.
Import it into QuickBooks Online
- Open Bank transactions (All apps > Accounting > Bank transactions).
- Choose Link account > Upload from file. If the account is not connected to a bank, choose Upload transactions.
- Select the .qbo file, choose the QuickBooks account it belongs to, and continue.
- Review the imported transactions, then match or categorise them.
Import it into QuickBooks Desktop
- Choose File > Utilities > Import > Web Connect Files.
- Select the .qbo file.
- Pick the existing QuickBooks account to import into, then review the transactions in Bank Feeds.
Other formats
Looking for your bank? Statements by bank has where each bank keeps its PDF and how its statement is read.
Three simple steps
01
Upload your statement PDF
Download the statement from your bank's website or app and drop it on the box at the top of this page. Any bank, any currency.
02
Every transaction is read
Dates, descriptions, amounts, whether each is money in or out, and a category, checked against the balances the statement prints.
03
Download the QBO file
A Web Connect file with every transaction's date, payee and signed amount, ready for QuickBooks to import.
Frequently asked questions
Want a complete spending analysis?
Upload your statement for a spending score, category breakdown and honest AI feedback.