Convert Bank Statements
from Any Bank to QBO, CSV & Excel

Select your bank below for a step-by-step guide — or upload any PDF directly and let Documentric handle the rest.

50 free pages · No account needed

Select your bank for a conversion guide, format tips, and common questions.

🇺🇸 United States

JPMorgan ChaseBank of AmericaWells FargoCitibankU.S. BankPNC BankTruist BankTD BankCapital OneCitizens BankRegions BankFifth Third BankHuntington BankKeyBankSilicon Valley Bank (SVB)Ally BankMercury BankBrexFirst Republic BankComerica Bank

🇬🇧 United Kingdom

BarclaysHSBCLloyds Bank

🇨🇦 Canada

RBC Royal BankTD Canada Trust

🇦🇺 Australia

Commonwealth Bank of AustraliaWestpac

Don't see your bank?

Documentric works with any bank's PDF statement — not just the ones listed above. Upload your statement directly and our AI will extract the transactions automatically.

Export to the format your accounting software needs

QBO

QuickBooks (.qbo)

Import directly into QuickBooks Online or QuickBooks Desktop. Transactions map automatically to your chart of accounts.

CSV

Spreadsheet (.csv)

Open in Excel or import into Xero, Sage, FreeAgent, Wave, and any accounting tool that accepts CSV.

XLSX

Excel (.xlsx)

Formatted workbook with date, description, debit, credit, and running balance. Ready for manual review or further processing.

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