Skip to content

Import a PDF bank statement into QuickBooks

QuickBooks Online imports bank transactions from CSV, QBO, QFX and OFX files, but not from PDFs. When the bank feed is missing months or a bank can’t connect, convert the PDF statement and upload the file instead.

Loading converter…

Step by step: PDF statement → QuickBooks Online

  1. Convert the statement above and check that the Balance check shows ✓ (or fix the highlighted rows).
  2. Download OFX (Pro) or CSV (free).
  3. In QuickBooks Online go to Banking (or Transactions → Bank transactions) → Upload transactions / File upload.
  4. Choose the file and the QuickBooks account it belongs to.
  5. For CSV, map the columns: Date → Date, Description → Description, Amount → Amount (one column). The date format is yyyy-MM-dd.
  6. Review the transactions in the For review tab and categorise or match them.

Menu names differ slightly between QuickBooks versions and regions; look for “Upload transactions” or “Upload from file”.

OFX vs CSV for QuickBooks

OFX carries the transaction type, amount and a unique ID for every transaction, so QuickBooks can skip duplicates if you upload overlapping periods. CSV works everywhere but needs column mapping, and duplicates must be checked by hand.

For bookkeepers and accountants

Clients often send statements as PDFs. Converting them in the browser means client bank data never passes through a third-party conversion server. That makes it easier to meet your confidentiality obligations. Pro converts several statements in one go.

Frequently asked questions

Does QuickBooks accept OFX files? +

QuickBooks Online accepts CSV, QBO, QFX and OFX bank transaction files through its upload feature. QuickBooks Desktop prefers QBO/web-connect files. Use CSV there if OFX is rejected.

Will uploading two overlapping statements create duplicates? +

OFX files include a stable transaction ID per row, which helps QuickBooks recognise transactions it has already imported. With CSV, review the “For review” list for duplicates.

Is my bank statement uploaded anywhere? +

No. The PDF is opened and converted by JavaScript running in your own browser tab. Nothing about the file (not the PDF, its text or the transactions) is sent to any server. You can verify this by turning off your internet after the page loads; conversion still works.

Which statements work? +

Digital (text-based) PDF statements downloaded from online banking, from banks and card issuers in the US, UK, India, Canada, Australia and elsewhere. Scanned paper statements and photos are images with no text layer, and are not supported yet.