AI-powered OCR extracts every transaction from any bank statement PDF and generates a QuickBooks-ready .qbo file in seconds. Works with digital and scanned statements.
No account needed · No credit card · 50 pages free
A .qbo file is a bank statement in the OFX (Open Financial Exchange) format — the standard QuickBooks uses for direct bank feed imports. When you import a .qbo file, QuickBooks reads each transaction automatically and maps it to your bank account, eliminating manual data entry entirely.
Why not import CSV directly? QuickBooks Online and Desktop both prefer the QBO/OFX format because it includes bank account identifiers and transaction IDs that prevent duplicate imports. CSV imports require manual column mapping every time — .qbo files just work.
Upload any bank statement PDF — digital or scanned. Documentric accepts files from any bank worldwide, up to 50 MB.
AI-powered OCR reads every transaction row. Dates, descriptions, debits, credits, and balances are all extracted automatically.
Click export and receive a .qbo file formatted to the OFX 2.1 standard — ready to import into any version of QuickBooks.
Documentric exports OFX 2.1 — the format all QuickBooks versions recognise natively.
Every .qbo file exported by Documentric conforms to the OFX 2.1 specification — the format all QuickBooks versions accept natively without manual mapping.
Works with QuickBooks Online, Desktop Pro, Premier, Enterprise, and QuickBooks for Mac. One export format, every version.
Every extracted transaction appears in an editable table before the .qbo file is generated. Fix any error before it reaches QuickBooks.
AI auto-detects date, description, debit, credit, and balance columns from any PDF layout — no templates to configure.
The OCR engine handles image-based and scanned statements as accurately as digital text-layer PDFs — even low-resolution scans.
Client financial data is sensitive. All uploaded files are automatically deleted within 24 hours of upload.
A QBO file is a bank statement in the OFX (Open Financial Exchange) format that QuickBooks recognises natively. When you import a .qbo file, QuickBooks reads each transaction automatically and maps it to your bank account — no manual data entry required.
QBO files work with QuickBooks Online, QuickBooks Desktop Pro, Premier, Enterprise, and QuickBooks for Mac. Documentric exports OFX 2.1 — the version all editions accept. The import path varies slightly (File → Utilities → Import on Desktop, bank feed import on Online).
Yes. Documentric uses AI-powered OCR that handles both digital text-layer PDFs and scanned or image-based statements. Low-resolution scans are supported — the inline review step lets you verify accuracy before export.
QBO files include bank account identifiers and transaction IDs that prevent duplicate imports and allow QuickBooks to match transactions automatically. CSV imports require manual column mapping every time and are more prone to duplicates.
Yes. Documentric gives you 50 free pages with no account or credit card required. Upload your PDF, review the extracted transactions, and download the .qbo file — completely free for your first 50 pages.
QBO is QuickBooks's branded name for the OFX format. A .qbo file and a .ofx file contain identical data — the file extension is just a convention. Documentric exports .qbo files that QuickBooks recognises on import.