Output formats
Convert a bank statement PDF to any format — free
Pick the software rather than the file extension. The shape of the file matters more than its name: QuickBooks wants three or four columns, Xero wants one signed amount column, and a file in the wrong shape is simply rejected.
Excel .xlsxA formatted spreadsheet with one row per transaction, tabular figures so the columns line up, and the running balance kept so you …CSV .csvPlain CSV, UTF-8 with a byte-order mark so Excel opens it without mangling anything, and in the exact column shape your accounting…QuickBooks (QBO) .qboA Web Connect file — what your bank would hand QuickBooks over a live feed. It carries the account identity, so QuickBooks imports…OFX .ofxThe open financial exchange format, with no vendor identifier and no licensing encumbrance. Accepted by Xero, Sage, MoneyWiz, GnuC…Tally Prime .xmlVoucher XML for direct import into Tally Prime, with receipts and payments split correctly and each voucher balanced across two le…Quicken (QIF) .qifThe legacy Quicken format, for older desktop software that accepts nothing newer. Lossy by design — it carries no balance — so use…QuickBooks Desktop (IIF) .iifTab-separated IIF for QuickBooks Desktop, with every transaction written as a balanced pair of entries so the import is accepted r…JSON .jsonStructured JSON with every transaction, the running balance, and the full verification report — which rows verified, which are fla…
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