Guides
Straight answers to the questions people actually ask about getting a bank or credit-card statement into their books — with the private, in-browser way to do it.
How to convert a PDF bank statement to CSV (free)
Three ways to turn a PDF statement into a clean CSV — including one that never uploads the file — and how to avoid importing bad data.
How to import a PDF bank statement into QuickBooks Online
QuickBooks can’t read PDFs. Here’s how to convert to CSV or QBO and import without duplicates or broken bank IDs.
How to convert a credit card statement to CSV or QuickBooks
Credit-card statements need the signs handled right. How to convert Amex, Chase, Citi, Discover and more, with charges and payments correct.
Are bank statement converters safe? A privacy checklist
Most converters upload your statement to their server. What to check before you do — and how to convert without uploading at all.
Or skip the reading and convert a statement now. Updated .