Bank statement converter tools
Upload a bank or credit card statement PDF once and download it in any format below, or convert a CSV, OFX, QFX, QBO, QIF or IIF file you already have. Every PDF conversion is checked against the statement's own running balance and against every figure it prints — and if something does not add up, Verify transactions tells you which row, instead of having it quietly corrected.
Spreadsheets
The table exactly as your bank printed it, checked against its own balance.
- Bank Statement PDF to Excel — Every row as printed, plus a Completeness sheet naming anything that does not add up.
- Bank Statement PDF to CSV — Plain CSV for import anywhere, UTF-8 with a BOM so Excel opens it without mangling.
- Bank Statement PDF to JSON — Rows, headings and the verification result in one object, for developers.
For QuickBooks
QuickBooks does not read PDF. It reads Web Connect files.
- Bank Statement PDF to QBO — A QuickBooks Web Connect file, with a unique FITID on every transaction.
For Quicken
Quicken is stricter than anything else you might import into.
- Bank Statement PDF to QFX — Carries the INTU.BID tag Quicken requires — without it Quicken rejects the file.
- Bank Statement PDF to QIF — The oldest and simplest format, and the one almost everything can still read.
For GnuCash, Xero, MYOB & Tally
One statement, several destinations.
- Bank Statement PDF to OFX — Read by GnuCash, Microsoft Money, Xero and most banking software.
- Bank Statement PDF to CSV for Xero — Xero's import wizard takes CSV, OFX, QFX, QBO or QIF — all of which are here.
- Import Bank Statement to MYOB — MYOB does not read PDF. QIF is the format its import expects — set the date format to MM/DD/YYYY when it asks.
- Bank Statement PDF to Tally XML — A month of rows arriving in TallyPrime as finished Payment and Receipt vouchers.
You already have a CSV or Excel file
A spreadsheet your bank gave you, turned into the format your software asks for.
- CSV to QBO Converter — QuickBooks reads a QBO with no columns to map. Desktop cannot import a bank CSV at all.
- CSV to QFX Converter — Quicken will not import a CSV. QFX is the format it was built to read.
- CSV to QIF Converter — The format MYOB, older Quicken and a long tail of accounting software still take.
- CSV to OFX Converter — The open format — Xero, GnuCash, MoneyWiz and most things that are not Intuit.
- CSV to IIF Converter — QuickBooks Desktop has no CSV import for transactions. IIF is what it takes.
- Excel to QIF Converter — A bank's Excel download, or a register you keep in a workbook, as a QIF.
- Excel to IIF Converter — A workbook of transactions as an IIF, which QuickBooks Desktop imports under File, Utilities, Import.
You already have an OFX, QFX or QBO
One format under three names. Read it, and write out any of the others.
- OFX to CSV Converter — An OFX opened as a spreadsheet, with the payee text put back together.
- OFX to QBO Converter — The same transactions with the Intuit tags QuickBooks checks for.
- OFX to QFX Converter — For Quicken, which refuses a plain OFX.
- OFX to IIF Converter — For QuickBooks Desktop, which takes an IIF straight into the register.
- OFX to PDF Converter — An OFX made readable — a plain transaction report you can print or send.
- QBO to CSV Converter — A QuickBooks Web Connect file as a plain CSV, for Sheets, Numbers or another import.
- QBO to IIF Converter — For the QuickBooks Desktop imports that take IIF rather than Web Connect.
- QBO to OFX Converter — A QuickBooks Web Connect file as plain OFX, for software that does not take a .qbo.
- QBO to Excel Converter — A QuickBooks Web Connect file as a workbook you can sort, filter and add up.
- QBO to PDF Converter — A QuickBooks file turned into something a person can read.
- QFX to CSV Converter — A Quicken file as a spreadsheet you can open anywhere.
- QFX to Excel Converter — Straight to .xlsx — no import step, no encoding to choose.
- QFX to OFX Converter — Intuit's tag taken out, for software that asks for an .ofx rather than a .qfx.
- QFX to QBO Converter — From the Quicken file to the QuickBooks one.
- QFX to QIF Converter — For MYOB, older Quicken, and anything that predates the OFX family.
- QFX to IIF Converter — A Quicken download posted straight into a QuickBooks Desktop register.
- QFX to PDF Converter — A Quicken file turned into a readable, printable table.
You already have a QIF or IIF
The two formats accounting packages export and almost nothing else opens.
- QIF to CSV Converter — With the date ambiguity QIF is famous for resolved, and reported.
- QIF to Excel Converter — Every QIF transaction in an .xlsx, from a format whose dates are the hard part.
- QIF to QBO Converter — QuickBooks dropped QIF support. QBO is the way in now.
- QIF to QFX Converter — Quicken's Web Connect import takes a QFX, not a QIF.
- QIF to OFX Converter — A QIF rewritten as plain OFX, for software that no longer reads QIF.
- QIF to PDF Converter — An old QIF archive made readable again.
- IIF to CSV Converter — QuickBooks Desktop's own format, opened as a spreadsheet.
- IIF to Excel Converter — Straight to .xlsx, with the interleaved rows untangled.
- IIF to QIF Converter — QuickBooks Desktop transactions, with their categories, for software that reads QIF.
Credit card statements
A credit card statement is a statement too — same reader, same checks.
- Credit Card Statement PDF to Excel — Visa, Mastercard, Amex and co-brand statements — transactions only.
- Credit Card Statement PDF to CSV — The transaction table on its own, without the marketing pages around it.
One upload, every format
You do not pick a converter before you start. Upload the statement, see the table, then download it as Excel, CSV, QBO, QFX, QIF or OFX — the file is read once and every format comes from that same result.
Questions
Which format should I choose?
Pick the one your software asks for. QuickBooks Online takes QBO, Quicken takes QFX or QIF, Xero takes CSV or OFX, MYOB takes QIF, and everything else opens CSV or Excel. If you are not importing anywhere, Excel is the easiest to read.
Do I have to convert twice to get two formats?
No. One upload is read once, and each format it can be written as comes from that same result — so downloading Excel and then QBO costs one conversion, not two.
How do I know the output is right?
A statement PDF is checked two ways: against its own running balance, row by row, and against every figure it prints on a dated line. If something does not add up, Verify transactions tells you which row and what is missing, rather than having it quietly corrected. A CSV, OFX, QFX, QBO, QIF or IIF has no printed page to check against, so its transactions are carried across from the file's own fields and nothing is claimed beyond that.
What if my bank is not listed?
There is no list. A statement from a bank nobody has uploaded before converts the same way as a common one.
Are my statements kept?
The file is read to produce your download and is not retained afterwards. Bank statements carry account numbers and names, which is reason enough not to hold on to them.