Convert bank statements to QuickBooks Online
Drop a PDF statement and download the file QuickBooks Online imports directly (CSV (3-column) or QBO). Converted on your computer, reconciled against the printed balances, never uploaded.
How to import into QuickBooks Online
- Drop the PDF (or scan) above and check the badge reads Reconciled.
- Download CSV (3-column) or QBO. QBO files are part of Pro. The 3-day trial unlocks them and needs no card. CSV is on the free plan.
- In QuickBooks Online: Transactions → Bank transactions → Link account ▾ → Upload from file, choose the file, and map or confirm the columns.
- Review the imported transactions and reconcile as usual. Full walkthrough: guide.
Why CSV (3-column) or QBO
QuickBooks Online imports a 3-column CSV (Date, Description, Amount) or a QBO file. CSV is free; QBO carries unique transaction IDs so re-imports never duplicate.
Questions
Is the statement uploaded to convert it for QuickBooks Online?
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 Online?
QuickBooks Online imports a 3-column CSV (Date, Description, Amount) or a QBO file. CSV is free; QBO carries unique transaction IDs so re-imports never duplicate.
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 Desktop · Xero · Wave · Sage · FreshBooks · Quicken
QuickBooks Online is a trademark of its owner; Rowledger is independent software and not affiliated with it.