QBO export path
Bank Statement to QBO Converter Alternative
Convert PDF bank statements into editable transactions first, then export CSV or Excel today. QBO-style templates are planned after the core review workflow is stable.
Upload, inspect the parsed rows, correct suspicious fields, then export a clean spreadsheet.
Sample demo
Try the converter with a fictional bank statement
Use the sample PDF to see the workflow before uploading a private statement. The downloadable CSV and Excel files show the kind of clean transaction table this converter is designed to produce.
- Fictional account data only
- No bank login required
- Review rows before export
- Source PDFs are deleted after conversion by default
| Bank | Sample Bank |
|---|---|
| Account | Business Checking ending 4821 |
| Statement period | Jan 1, 2026 to Jan 31, 2026 |
| Starting balance | $10,000.00 |
| Ending balance | $13,330.96 |
| Validation | 0 balance issues in the sample output |
| Date | Description | Debit | Credit | Amount | Balance |
|---|---|---|---|---|---|
| 2026-01-03 | ACH CREDIT ACME PAYROLL | - | 2,850.00 | 2,850.00 | 12,850.00 |
| 2026-01-05 | CARD PURCHASE OFFICE SUPPLY | 184.29 | - | -184.29 | 12,665.71 |
| 2026-01-08 | WIRE TRANSFER CLIENT PAYMENT | - | 1,200.00 | 1,200.00 | 13,865.71 |
| 2026-01-10 | SERVICE FEE BUSINESS CHECKING | 15.00 | - | -15.00 | 13,850.71 |
| 2026-01-18 | ACH DEBIT CLOUD SOFTWARE | 119.75 | - | -119.75 | 13,730.96 |
| 2026-01-24 | ATM WITHDRAWAL MAIN STREET | 400.00 | - | -400.00 | 13,330.96 |
What you get
From PDF statement to clean transaction table
See the expected output before uploading private financial documents. This preview mirrors the actual workflow: statement summary, transaction rows, balance checks, and spreadsheet exports.
Workflow
Simple enough for one file, structured enough for real cleanup
Upload a PDF statement
Use a real bank statement PDF. The first release keeps the scope narrow so extraction quality can improve faster.
Review the transaction table
Dates, descriptions, debit, credit, amount, balance, confidence, and page number are shown in editable rows.
Validate and export
Balance mismatches and low-confidence rows are highlighted before you download Excel or CSV.
No bank login required
Upload an exported PDF statement. The converter never asks for online banking credentials.
Editable transaction rows
Fix dates, descriptions, amounts, balances, and page references before export.
Balance checks
The converter checks running balance continuity when enough balance values are detected.
Confidence review
Rows with low parser confidence are marked so users know what to inspect manually.
Temporary file handling
Source PDFs are processed temporarily and deleted after conversion unless sample retention is selected.
Exports
Built for transaction cleanup
The parser extracts dates, descriptions, debit, credit, amount, balance, confidence, and page number into an editable table before export.
| Preview | Edit rows side by side with the original PDF preview. |
|---|---|
| Validation | Running balances are checked so suspicious rows stand out before export. |
| Export | Download clean CSV and Excel files. QuickBooks and Xero templates are planned as CSV exports first. |
QuickBooks export path
First release exports generic CSV and Excel. The next template step is a QuickBooks compatible CSV, not OAuth sync.
Why this focus
Less generic OCR, more spreadsheet-ready transactions
| Need | This converter | Manual copy/paste |
|---|---|---|
| Transaction rows | Parsed into editable columns | Repeated cleanup and column fixes |
| Review workflow | Confidence and balance warnings | Errors are easy to miss |
| Export | Excel and CSV today | Spreadsheet formatting by hand |
Temporary processing by default
PDF files are used for conversion and deleted afterward unless you explicitly opt in to 7-day sample retention.
No account login needed
The converter works from exported PDF statements and never asks for online banking credentials.
Sample before private files
Use the fictional sample PDF and output files to inspect the workflow before uploading your own statement.
FAQ
Practical details before uploading a statement
Can I upload any PDF?
The main converter is for PDF bank statements only. General OCR remains available on the legacy OCR pages.
Are original files stored?
By default, source PDFs are processed temporarily and deleted after conversion. Sample retention is opt-in only.
Why do I need to review highlighted rows?
Highlighted rows usually mean low parser confidence or a balance transition that does not add up.
Do QuickBooks and Xero work now?
Not as direct OAuth integrations. The first release exports generic CSV and Excel; accounting templates come later.