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Convert Chase statement to QuickBooks (QBO)

To convert a Chase statement to QuickBooks, download the PDF from Chase, drop it into the converter below, and click QBO. LedgerClip rebuilds every transaction on your device — nothing is uploaded — and checks the totals reconcile before you save a QuickBooks Web Connect file (.qbo) that imports into QuickBooks Online and QuickBooks Desktop as bank transactions.

Chasestatement · PDFOn your device0 bytes uploadedQuickBooks.qbo file
Chase statement → read on your device → .qbo file ready for QuickBooks. Nothing is uploaded.

Drop your Chase statement here

or choose a file — PDF, scan, or photo

Exports to CSV, Excel, QuickBooks, Xero, Wave, OFX and QIF
On your device

Statements are read here in your browser. Nothing is sent to a server.

0bytes uploaded

QuickBooks file details

QuickBooks only accepts .qbo files that name a supported bank. Pick yours, or keep the default, which QuickBooks accepts for any account.

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Statement format

Confirmed — Chase's downloaded statements are text PDFs that parse directly.

QuickBooks institution ID

Recognised by its registered ID (10898).

Also exports

CSV, Excel, Xero, Wave, Google Sheets

How do I convert a Chase statement to QuickBooks?

  1. Download the Chase statement PDF. Sign in to chase.com, open the account, choose Statements & documents, then download the month you need as PDF.
  2. Convert it on your device. Drop the PDF into the converter on this page. LedgerClip rebuilds the transactions in your browser — nothing is uploaded — checks the totals reconcile, then lets you save a QuickBooks Web Connect file (.qbo).
  3. Import into QuickBooks. In QuickBooks Online, open Transactions then Bank transactions, click the account, and choose Upload from file — or in QuickBooks Desktop, File then Import then Web Connect (.qbo). Select the .qbo file LedgerClip produced. Review the imported transactions in For review, then add or match them.

Where do I download my Chase statement?

Sign in to chase.com, open the account, choose Statements & documents, then download the month you need as PDF. Chase statements downloaded this way are text PDFs and parse directly. A scan or photo also works, read on your device with OCR. See Chase's official statement help.

How do I import the QuickBooks file into QuickBooks?

  1. In QuickBooks Online, open Transactions then Bank transactions, click the account, and choose Upload from file — or in QuickBooks Desktop, File then Import then Web Connect (.qbo).
  2. Select the .qbo file LedgerClip produced.
  3. Review the imported transactions in For review, then add or match them.

The .qbo carries a stable ID per transaction, so if you import the same month twice QuickBooks recognises the duplicates and skips them instead of doubling your books.

What's in the QuickBooks file?

Each transaction becomes one row with the posting date, the description exactly as Chase printed it, the amount with the right sign, and the running balance when the statement prints one. The opening and closing balances are checked against the total, so an incomplete extraction is caught before you import.

The file names Chase by its registered QuickBooks institution ID (10898), so QuickBooks recognises it straight away.

Is my Chase statement uploaded anywhere?

No. The PDF is opened by code running in your browser and never leaves your device — the byte counter on the converter above stays at zero the whole time. There is no account and no sign-up to convert.

Frequently asked questions

Does the Chase statement have to be a downloaded PDF, or can I use a scan or photo?
Both work. A statement downloaded from Chase online banking is read from its text and is the most reliable. A scan or a phone photo is read on your device with OCR and checked so the totals reconcile.
Is my Chase statement uploaded?
No. The file is opened by code running in your browser and never transmitted. The byte counter on the page shows zero throughout.
What does the QuickBooks (QBO) file contain?
An OFX 1.02 Web Connect file with a registered bank ID, a stable ID per transaction, and the closing balance, which is what QuickBooks expects.
How many statements are free?
Three a month, with every export format. Pro removes the limit.

Convert another bank

LedgerClip reads 24 banks — also convert Bank of America, Wells Fargo, Citi to QuickBooks, or see every supported bank and card. Also have the Chase credit card? Convert the Chase credit card statement.

Also available for Chase: CSV, Excel, Xero, Wave, Google Sheets. If your Chase statement does not parse, report it and the layout is added within days. Updated .