How to convert a PDF bank statement to QuickBooks

Only have your statement as a PDF? Ledgerfeed reads the transactions out of a text-based PDF and converts them to a file QuickBooks or Quicken accepts — locally, with nothing uploaded.

Many banks give you monthly statements as PDFs rather than CSVs. Ledgerfeed can read the transaction table out of a text-based PDF — the normal kind you download from online banking — and turn it into .QBO, .OFX, .QIF, or a QuickBooks Online CSV.

Steps

1. Open the converter and drop your PDF statement onto the page.
2. Ledgerfeed extracts the dates, descriptions and amounts. Where the statement shows a running balance, it uses the balance change to get each amount and its sign right.
3. Spot-check the preview against your statement, then download your QuickBooks file.

Text PDFs vs scanned PDFs

This works on PDFs that contain real text (you can select the text in a PDF viewer). Scanned or photographed statements are images, not text, and can't be read reliably — for those, download a CSV or Excel export from your bank instead. Ledgerfeed will tell you if a PDF looks scanned rather than producing wrong numbers.

Because PDF layouts vary between banks, always review a few rows before importing. Related: convert a CSV to QBO.