Convert bank statements to QuickBooks Desktop
Drop a PDF statement and download the file QuickBooks Desktop imports directly (QBO (Web Connect)). Converted on your computer, reconciled against the printed balances, never uploaded.
How to import into QuickBooks Desktop
- Drop the PDF (or scan) above and check the badge reads Reconciled.
- Download QBO (Web Connect). QBO files are part of Pro. The 3-day trial unlocks them and needs no card. CSV is on the free plan.
- In QuickBooks Desktop: File → Utilities → Import → Web Connect Files, choose the file, and map or confirm the columns.
- Review the imported transactions and reconcile as usual. Full walkthrough: guide.
Why QBO (Web Connect)
QuickBooks Desktop only imports bank transactions from QBO (Web Connect) files. Rowledger writes them with the generic financial-institution id QuickBooks accepts and a unique FITID per transaction.
Questions
Is the statement uploaded to convert it for QuickBooks Desktop?
No. Rowledger runs inside your browser; the PDF never leaves your computer. You can convert with the internet disconnected.
Which format should I use for QuickBooks Desktop?
QuickBooks Desktop only imports bank transactions from QBO (Web Connect) files. Rowledger writes them with the generic financial-institution id QuickBooks accepts and a unique FITID per transaction.
What if the statement is a scan?
Rowledger OCRs scans and photos on your device, then checks every row against the printed balances so OCR slips are flagged instead of imported.
How are duplicates avoided?
QBO and OFX exports carry a deterministic unique ID per transaction, so importing the same statement twice does not create duplicates. For CSV imports, exclude overlapping rows in the accounting software.
Other accounting software
QuickBooks Online · Xero · Wave · Sage · FreshBooks · Quicken
QuickBooks Desktop is a trademark of its owner; Rowledger is independent software and not affiliated with it.