Upload your PDF statement
Use the original PDF from your online banking. You’ll see the page count and your remaining allowance before anything is converted.
PDF BANK STATEMENT TO QUICKBOOKS
Bank statement to QuickBooks,
as a QBO file.
When your bank feed is missing transactions, a QBO file lets you bring a statement into QuickBooks yourself. Convert the PDF, review it, and download a Web Connect file.
Convert to QuickBooks QBO
10 pages free every month
No card required
No card required
HOW IT WORKS
Three steps. Admin, handled.
Review the transactions
Check dates, descriptions, amounts and balances in an editable table. Fix, add or remove rows as needed.
Download QuickBooks QBO
Get your file in seconds. Need another format too? Download Excel, CSV or QBO from the same conversion at no extra cost.
What a QBO file is
QBO is the Web Connect format QuickBooks uses to import bank transactions. Unlike a spreadsheet, it carries account details and a unique ID for every transaction, so QuickBooks can match entries and avoid duplicates when you import more than once.
How the conversion maps your statement
Each transaction’s date, signed amount, payee and full description are written into the file, with credits and debits typed correctly and a stable unique ID per row. Checking, savings and credit-card accounts are supported. The closing balance comes from the statement, or you can enter it if the statement doesn’t show one.
The account details you’ll need
QuickBooks checks the bank details inside a QBO file. Enter your bank’s name, routing or bank ID, account number and QuickBooks financial institution ID (INTU.BID). The easiest place to find these is a QBO file your bank has supplied before. BankPDFExport never invents an institution ID; acceptance ultimately depends on your bank and your QuickBooks product. If QBO doesn’t suit your setup, CSV works with QuickBooks too.
Review before importing
Every conversion opens in an editable preview first. Check it against your statement, fix anything that looks off, then download. Balance checks warn you when amounts and running balances don’t agree.
THE USEFUL DETAILS
Common
questions.
Which QuickBooks versions accept QBO?
QBO Web Connect files are used by QuickBooks Online and QuickBooks Desktop. Whether a specific bank is accepted depends on QuickBooks.
Where do I find the INTU.BID?
Open a QBO file previously downloaded from your bank in a text editor and look for INTU.BID, or ask your bank.
Can I get a CSV instead?
Yes. The same conversion can be downloaded as CSV or Excel at no extra page cost.
Are my account details saved?
No. The QBO details you enter are used only to build the file and are never stored.
OTHER FORMATS
One statement. Three possibilities.
Your next spreadsheet
starts with a statement.
Convert a statement 10 free pages. No card. A little less admin.