Export Bank Statement — bank statement PDF to Excel
Directory

Every bank statement converter

Pick your bank and where the data needs to go. Each one takes your statement PDF, scanned ones too, and gives you a reconciled file ready to import.

  • 103 bank and software guides
  • 5 accounting tools
  • 6 markets
By bank and software

Find the guide for your setup

Country103 of 103

Convert to Xero

Xero takes the CSV through its own Import a Statement screen.

Convert to QuickBooks

QuickBooks Online takes a CSV; QuickBooks Desktop takes a .qbo Web Connect file.

Convert to Quicken

Quicken reads OFX (preferred) or QIF.

Convert to Tally

Tally Prime imports the XML as Receipt and Payment vouchers.

Convert to Zoho Books

Zoho Books imports a CSV — there's no separate Zoho file, so you use the clean CSV.

Questions

Questions about the converters

Which bank and which software do you support?

Any bank — the parser reads statement layouts rather than a list of institutions, so ruled tables, borderless ones, scans and multi-account PDFs all work. The pages below exist for the common combinations because the import steps differ per accounting package, not because other banks are unsupported.

What is the difference between these pages and the main converter?

None, for the conversion itself — they all use the same tool and the same reconciliation check. Each page adds the part that is specific to that pairing: where the statement lives in that bank's online banking, and how the import screen works in that software.

Which format should I pick for my accounting software?

Xero, QuickBooks and Zoho Books each take a CSV shaped for them, which is the least troublesome route. QBO is QuickBooks' Web Connect format and imports as a bank feed, though some versions reject any converted QBO with error OL-301. Tally Prime and ERP 9 take voucher XML.

Don't see your exact setup?

The converter works on any bank's PDF. Upload it and pick your format on the way out.

Convert a statement