Convert client bank statement CSVs — and PDFs — into QuickBooks-ready .qbo files at scale. Built for accounting firms, bookkeeping practices, and high-volume statement processing.
50 pages free · No account needed · Volume plans from $29/mo
Upload a CSV bank export or PDF statement for any client. Documentric reads both formats — no pre-processing required.
Every transaction is shown in an editable table before export. Correct any parsing error before it reaches QuickBooks.
Export a .qbo file conforming to the OFX 2.1 standard — ready to import into any version of QuickBooks instantly.
Documentric exports OFX 2.1 — the format all QuickBooks versions recognise natively.
Paid plans include hundreds to thousands of pages per month — enough to handle every client statement without worrying about per-file limits.
Every .qbo file conforms to OFX 2.1 — the standard all QuickBooks versions accept natively. No manual field mapping on import.
The transaction review step is mandatory — you cannot generate a bad QBO file by accident. Every export is verified before download.
Clients often send PDFs rather than CSVs. Documentric handles both from the same interface — no separate tool for PDF statements.
AI-powered extraction is fast. A typical 3-month statement is extracted, reviewed, and exported in under a minute.
Client financial data is deleted within 24 hours of upload — no long-term storage of sensitive data on our servers.
The /convert/csv-to-qbo page is a general-purpose tool for anyone converting a single file. This solutions page is designed for accountants and bookkeepers who convert multiple client statements regularly — it highlights volume plans, multi-client workflow, and the professional review features that matter at scale.
A solo bookkeeper handling 10–20 clients typically needs 500–2,000 pages per month. Firms with larger client books use the Professional plan (5,000 pages/mo) or Enterprise (unlimited). All paid plans include a 14-day free trial.
Yes. Many clients provide PDF bank statements rather than CSV exports. Documentric handles both from the same upload interface — AI OCR is used for PDFs, and column auto-detection is used for CSVs. The export is the same .qbo file either way.
The exported .qbo file conforms to the OFX 2.1 standard, which is accepted by QuickBooks Online, QuickBooks Desktop Pro, Premier, Enterprise, and QuickBooks for Mac. All versions are supported with no additional configuration.
Documentric's API (available on Professional and Enterprise plans) allows you to submit files programmatically and retrieve QBO exports — enabling automation of recurring monthly statement conversions for large client books.