QuickBooks Integration
Import PDF bank statements into QuickBooks (CSV-ready)
Convert PDF statements into QuickBooks-ready CSV formats (3-col or 4-col). Reduce import errors and speed up reconciliation.
Two export options
QuickBooks CSV (3 columns)
Date,Description,Amount 01/15/2026,Payment - Vendor ABC,-100.00 01/16/2026,Deposit - Client XYZ,200.00 01/17/2026,ACH Transfer,-45.00
Use when: You want simple signed amounts. Negative = withdrawal, Positive = deposit.
Why imports fail
Wrong headers
QuickBooks expects specific column names. Our exports match exactly.
Inconsistent dates
Mixed date formats cause errors. We standardize to MM/DD/YYYY.
Mixed signs
Debits/credits must be consistent. Choose your format and we handle it.
Best for catch-up & month-end
Historical statements
Import older PDFs that aren't in QuickBooks bank feeds
Bookkeeping catch-up
Process months of statements in one session
Client onboarding
Quickly import a new client's bank history
3x faster
than manual transaction entry
FAQ
Our CSV exports work with QuickBooks Online, QuickBooks Desktop (Pro, Premier, Enterprise), and QuickBooks Self-Employed.