Bank Statement to QuickBooks
Convert your bank statement PDF into a QuickBooks-ready file. The converter produces either QBO (Web Connect) format or CSV matching QuickBooks' bank import template. Dates, descriptions, and amounts are formatted to match QuickBooks' expected input so bank feeds populate correctly.
How It Works with QuickBooks
QuickBooks Online and Desktop accept bank statement imports in QBO (Web Connect) or CSV format. The converter outputs files that match QuickBooks' expected column structure. This is particularly useful for Indian banks that QuickBooks doesn't offer direct bank feeds for — which is the majority of Indian banks. For ongoing automation, explore ERPPlugs' QuickBooks connectors.
Step 1: Convert the Statement
The converter exports QBO (Web Connect) or CSV with these columns: Date, Description, Amount.
- 1
Upload the statement
Upload your bank statement as a PDF or a scanned image.
- 2
AI extraction
The document-AI engine identifies the bank format, extracts every transaction row and structures it into date, description, debit, credit and balance columns.
- 3
Review and export
Check the extracted rows in the preview table, fix any edge cases, then export the QBO (Web Connect) or CSV file for your accounting software.
Step 2: Import Into QuickBooks
- Download the converted QBO or CSV file from the converter preview.
- In QuickBooks, open the banking area and choose the option to upload transactions from a file.
- Select the file and the bank account it belongs to.
- For CSV files, map the date, description and amount columns, then review the imported transactions before adding or matching them.
Menu names can differ between QuickBooksversions; check your version's help if an option is labelled differently.
Supported Banks
Convert statements from any of these banks into QuickBooks-ready format.
Frequently Asked Questions
It produces QBO (Web Connect) or CSV output with Date, Description and Amount columns, formatted for QuickBooks so you do not have to rearrange columns or reformat dates by hand.
Statements from HDFC Bank, State Bank of India, ICICI Bank, Axis Bank, Kotak Mahindra Bank, Punjab National Bank, Bank of Baroda, Canara Bank, Union Bank of India, IDFC First Bank, Yes Bank and IndusInd Bank are supported. Additional banks will be added based on user requests.
No. Statement data is processed in memory and discarded after export. ERPPlugs does not store, index or retain your bank statements or transaction data on its servers; each conversion is independent.
Sign up through the ERPPlugs contact page to get updates. The converter is currently in development and is listed among the ERPPlugs free tools, alongside the GST reconciliation and Tally health check tools.
Other Output Formats
Convert Statements to QuickBooks in Seconds
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