Upload any PDF bank statement — scanned or digital. Documentric sends it through AI-powered OCR to extract every transaction automatically.
Every transaction is shown in an editable table before export. Fix dates, amounts, or descriptions inline — no surprises after you import into QuickBooks.
Download your .qbo file, then import via File > Utilities > Import in QuickBooks Desktop, or Banking > Update in QuickBooks Online.
Documentric exports OFX 2.1 — the format all QuickBooks versions recognise natively.
Every .qbo file Documentric generates conforms to the OFX 2.1 specification. QuickBooks reads it natively without any format translation or manual column mapping.
Unique transaction IDs are embedded in every exported .qbo file. QuickBooks uses these IDs to skip any transactions already imported, so re-importing the same statement is safe.
One export format covers every QuickBooks product — Online, Desktop Pro, Premier, Enterprise, and Mac. No version-specific settings to configure.
See every extracted transaction in an editable table before the .qbo file is generated. Correct any OCR errors so your QuickBooks records are accurate from the start.
Why not use QuickBooks' native bank feed?
QuickBooks bank feeds require your bank to have a direct integration with QuickBooks — and not every bank does. Even supported banks can drop the connection unexpectedly, leaving you with gaps in your transaction history. Documentric works with any PDF bank statement from any bank, anywhere in the world. No bank connection required, no credentials to share, no feed to maintain.
In QuickBooks Online, go to Banking > Banking > Update, then select "Upload from file" and choose your .qbo file. In QuickBooks Desktop, go to File > Utilities > Import > Web Connect Files and select the .qbo file. Both flows auto-match transactions to the correct bank account.
Yes. Each transaction in the exported .qbo file includes a unique transaction ID. QuickBooks uses these IDs to detect duplicates — if you import the same statement twice, QuickBooks will skip any already-imported transactions automatically.
Documentric exports OFX 2.1 — the standard that all QuickBooks versions recognise natively. This includes QuickBooks Online (all plans), QuickBooks Desktop Pro, Premier, Enterprise, and QuickBooks for Mac.
Yes. Documentric works with bank account statements, credit card statements, and any PDF with a recognisable transaction table. The exported .qbo file can be imported into a QuickBooks credit card account just as easily as a bank account.
Documentric gives you 50 free pages with no account required. Upload your PDF, review the extracted transactions, and download the .qbo file — all free on your first 50 pages. No credit card needed to get started.