Convert a USAA statement to QuickBooks (QBO)

To convert a USAA statement to QuickBooks (QBO), drop the PDF below. LedgerClip rebuilds the transaction table on your device and gives you a QuickBooks Web Connect file that imports into QuickBooks Desktop and QuickBooks Online through Banking, then Upload transactions. Nothing is uploaded.

Drop your USAA statement here

or choose a file — PDF, scan, or photo

Exports to CSV, Excel, QBO, 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.

You've used your 3 free statements this month

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Statement format

USAA statements parse on a best-effort basis; report any miss and the layout is added within days.

QuickBooks institution ID

Uses a QuickBooks-accepted default ID that works for any account.

Also exports

CSV, Excel

Getting the PDF from USAA

Open the account, choose Documents, then Statements, and download the PDF. A downloaded PDF parses directly; a scan or photo also works, read on your device with OCR.

What you get

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

Other formats

Also available for USAA: CSV, Excel.

Questions

Can I use a USAA scan or photo, or does it have to be the downloaded PDF?
Both work. A USAA statement downloaded from 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 USAA 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. Convert a QuickBooks (QBO) from Ally Bank, Discover, American Express, Chime, or see every supported bank.

If a USAA statement does not parse, report it and the layout is added within days. Updated .