Useful when bank feeds fail
Rebuild rows from statements when direct bank feeds are missing, incomplete, or too old.
QuickBooks workflow
Prepare bank statement PDFs for QuickBooks
When you only have PDF statements, StatementForge helps extract and review transactions before exporting QBO or CSV for QuickBooks-style workflows.
QBO CSV Review before import
Choose QBO or CSV
Export the format that best matches your QuickBooks import path.
Avoid blind imports
Check transaction rows in StatementForge before importing into accounting software.
1
Choose the statement
Choose a text-based bank statement PDF, add a batch on bulk plans, or paste statement text when a PDF is locked.
2
Extract transactions
StatementForge looks for dates, descriptions, withdrawals, deposits, net amounts, and balances.
3
Review rows
Check and edit the transaction table before exporting, especially for unusual layouts or rows that need manual review.
4
Export the file
Download CSV, XLSX, JSON, QBO, OFX, or QIF depending on the workflow you need.
Browser-only QBO or CSV
Useful for
Historical cleanupConvert older statement PDFs when the bank no longer provides transaction downloads.Client documentsTurn client PDFs into reviewed rows for bookkeeping cleanup.Import fallbackUse CSV if your QuickBooks setup rejects a QBO file.
Before you export
- QBO, OFX, and QIF exports are generated from the rows you review in StatementForge.
- Accounting programs can be strict about dates, account identifiers, and opening balances, so review the import preview before posting.
- If the PDF does not expose an account ID, StatementForge uses a generated ID in the export file.
Does StatementForge sync with QuickBooks?
No. It exports downloadable files. You import them yourself in QuickBooks.
Which export should I choose for QuickBooks?
QBO is often used for QuickBooks bank workflows, while CSV can be easier to inspect and map manually.
Can I fix descriptions before export?
Yes. You can edit extracted descriptions and amounts before downloading.
Does this replace accounting review?
No. It reduces data entry, but you should still review transactions before posting.
Pick the workflow you need
Start with the format, privacy setup, or statement type that matches the file in front of you. Each guide opens the same converter with a more focused workflow.
Spreadsheet exports
Use these when you want clean rows for spreadsheets, bookkeeping cleanup, or analysis.
Bank statement to CSVCreate a clean CSV transaction file for bookkeeping, spreadsheets, and financial review.Bank statement to ExcelTurn PDF bank statement rows into an editable XLSX workbook for Excel.PDF bank statement to CSVConvert a downloaded statement PDF into a reviewable CSV file.PDF bank statement to ExcelCreate an editable XLSX workbook from a statement PDF.Bank statement to XLSXExport statement rows as a modern Excel workbook.Bank statement to JSONExport parsed transaction rows as structured JSON.CSV statement converterConvert statement PDFs into simple CSV files.
Accounting exports
Create reviewed files for accounting tools that accept QBO, QIF, OFX, or CSV imports.
Bank statement to QBOGenerate a QBO file from reviewed statement rows for QuickBooks workflows.PDF to QBO converterCreate a QBO export from parsed bank statement PDFs.Bank statement to QIFExport statement transactions in the legacy QIF format.PDF bank statement to QIFParse a statement PDF and export legacy QIF transactions.Bank statement to OFXExport reviewed statement rows as OFX.Bank statement to QuickBooksPrepare statement PDF rows for QuickBooks import workflows.
Privacy and bulk workflows
Parse, review, analyze, and batch-convert sensitive statement files in the browser.
Bank statement parserExtract dates, descriptions, amounts, withdrawals, deposits, and balances.Statement extraction softwareExtract transaction data from PDF statements without uploading the files.Bank statement analyzerReview totals, deposits, withdrawals, balances, and extracted rows.Private statement converterConvert sensitive statement files without uploading contents for parsing.Bulk statement converterAdd several statement PDFs and export a combined dataset.Bookkeeping statement converterPrepare statement rows for cleanup and reconciliation.Converter for accountantsTurn client statement PDFs into reviewable exports.
Bank statement guides
Start from a bank-specific or statement-review workflow, then convert the downloaded PDF.
RBC statement to CSVConvert downloaded RBC statement PDFs into spreadsheet rows.TD statement to CSVConvert downloaded TD statement PDFs into spreadsheet-ready rows.Chase statement to CSVConvert downloaded Chase PDF statements into spreadsheet rows.Bank of America to CSVConvert downloaded Bank of America PDFs into spreadsheet rows.How to read a statementUnderstand the fields StatementForge extracts before export.Statement abbreviationsDecode common labels before reviewing exported rows.Bank transactionsUnderstand the transaction fields shown in converted exports.Bank vs credit card statementKnow what changes when reviewing different statement types.
Prepare statement rows for QuickBooks.Convert now