Convert bank statements for QuickBooks
Turn PDF bank statements into clean, QuickBooks-ready CSV files — with real dates, unformatted numbers, and every balance reconciled before you upload.
Runs the full flow in about a minute.
Uploading your own statements opens after our security review. Details
- Free preview of the first 10 rows
- No account needed
- $9 for 5 statements
march-statement.pdfMar 1 – Mar 31, 2026
Balance verifiedOpening
$3,668.42
+ Credits
$2,760.00
− Debits
$288.77
= Calculated closing
$6,139.65
Closing balance on the statement: $6,139.65
MatchesClean columns built for QuickBooks Online
QuickBooks rejects messy currency symbols and wrapped descriptions. DocuBridge normalizes every row before export.
- Standard MM/DD/YYYY dates — wrapped multi-line descriptions are joined onto one clean transaction row.
- Signed Amount or separate Debit / Credit — map whichever format your QuickBooks account expects.
- No thousands separators — amounts are exported as plain numeric decimals (e.g. -60.00) so QuickBooks parses them reliably.
- Balance-checked before upload — catch missing rows or OCR-free extraction issues before reconciling in QuickBooks.
QuickBooks import FAQ
How do I import the CSV into QuickBooks Online?
Export CSV from DocuBridge, open Transactions → Bank transactions → Upload from file in QuickBooks Online, and map Date, Description, and Amount (or Debit and Credit).
Does DocuBridge check that no transactions are missing before import?
Yes. Every transaction is summed from the opening balance and compared against the closing balance printed on the PDF statement.
Why use a 3-column or 4-column mapping?
QuickBooks accepts either one Amount column (negative for money out) or separate Debit and Credit columns. DocuBridge includes both so you can pick either mapping.
Are scanned PDF statements supported?
Not yet — digital (text-based) US checking and savings PDF statements in USD are supported.
Also see CSV column specification and bank statement to Xero.
Prepare a QuickBooks-ready CSV
Preview the first transactions free — no account needed.