Bank File Flow

Convert Bank Statement to QuickBooks Online CSV

Convert a bank statement into a CSV prepared for QuickBooks Online. Review the transactions, then download the supported three- or four-column layout for import.

Choose the source statement

Accepted: CSV, TSV, delimited TXT and text-based PDF Beta. Scanned PDFs and images are Coming Soon.

Four-column convention: money out maps to QuickBooks Credit; money in maps to QuickBooks Debit. The other cell stays blank.
Every generated file is also limited to 350 KB and split when necessary.

Conversion result

Source data accounting

Only classified transactions enter QuickBooks exports. Other source rows remain in the audit.

Export

This tool is an independent file-conversion utility. It is not an official QuickBooks integration and Intuit does not certify or endorse it.

Select the correct bank or credit-card account and review its existing date range before import.

Before you import

Select the QuickBooks layout requested on the import screen and review the destination account’s existing date range.

Import notes

  • Choose Date, Description, Amount or the split Credit/Debit layout.
  • Select the correct bank or credit-card account.
  • Review signs, warnings and duplicates.

Limitations

  • Scanned PDFs and images are not supported here.
  • No QuickBooks account connection is made.
  • QuickBooks remains the final import check.

QuickBooks Online CSV questions

Can I convert a PDF bank statement for QuickBooks Online?

Selectable-text PDF input is Beta. Scanned or image-only PDFs are not supported.

Which QuickBooks Online CSV layouts can I download?

Three-column Date, Description, Amount and four-column Date, Description, Credit, Debit.

What should I check before importing the CSV into QuickBooks?

Confirm the destination account and date range, then review transaction signs, warnings and possible duplicates.

Is this an official QuickBooks integration?

No. This is an independent file-conversion tool. Intuit does not certify or endorse it, and import behavior can vary by QuickBooks Online region or plan.