Convert a bank statement PDF to QBO for QuickBooks — free
A Web Connect file — what your bank would hand QuickBooks over a live feed. It carries the account identity, so QuickBooks imports it with no column mapping.
Drop your statement PDFs here
Converted straight to QuickBooks (QBO)
What matters about this format
The difference between a file that imports and a file that is rejected is almost never the extension. It is the column shape, the date format and the size limit.
Why this beats a CSV
No mapping screen, no column guessing, no date-format argument. This is the highest-value output for a bookkeeper, and it is free here, like every other format on this site.
The institution identifier, honestly
QuickBooks validates an institution ID inside the file and rejects imports where it does not recognise one. We include a known-good value, which is the workaround this format leaves open. It means the account may display under a different institution name, and Intuit could tighten that validation in a future release — so we always offer plain OFX alongside, which carries no such field.
The currency is never assumed to be dollars
QuickBooks reads the account currency from the file, and a sterling statement imported as dollars is painful to unwind once posted. The currency is taken from the statement only when it proves it, shown before you download, and otherwise you choose.
We do not produce QFX
QFX is Quicken’s variant and carries a licensed Intuit field. Producing it without an agreement is not something we will do, so it is not on the list. OFX does the same job.