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Upload a Truist statement PDF and every transaction comes back as clean rows — date, description, amount and balance — pulled out of the sectioned layout and checked so the totals reconcile. Export to Excel, CSV, or a QBO/OFX file for QuickBooks.
Truist is the bank formed when BB&T and SunTrust merged, and a lot of its customers came across from one of those two. If you've held an account through that transition, you may have statements in more than one format sitting in your records — but the current Truist statement follows one sectioned layout, and that's what this handles.
How a Truist statement is organized
A Truist checking statement is split into labeled sections:
Section | What's in it |
|---|---|
Deposits & Credits | Money in — payroll, transfers, refunds |
Withdrawals & Debits | ACH, card payments, transfers out |
Checks | Checks that cleared, by number |
Fees | Service charges |
Each section carries its own Date / Description / Amount columns, and the balance appears only as a daily figure at the foot, not against each line. Split like that, the month has no single timeline — deposits sit in one block, card spending and payments in others — so anything that reads the page in order loses the plot. The converter reassembles it: it works through each section, marks whether a line added to or drew down the balance, threads the daily figures into a per-transaction running balance, and gives you back one statement sorted by date.
If you're reconciling across the BB&T-to-SunTrust-to-Truist transition, converting each statement to rows is what lets you line up the old and new formats in a single spreadsheet instead of comparing PDFs side by side.
Where to download your Truist statement
- Online: sign in at truist.com, open the account, and go to Statements & Documents. Choose a period and download the PDF.
- App: tap the account, open Statements, pick the month and save the PDF.
Downloaded this way it's a digital PDF with selectable text, so the conversion is exact. A scanned or photographed statement works through OCR — it just takes a little longer.
Getting it into a spreadsheet or QuickBooks
- Excel or Google Sheets — one clean row per transaction, real numbers ready to total and filter.
- QuickBooks — a QBO or OFX file that imports as bank-feed transactions to categorize.
- Xero, Zoho and others — the same data in each one's format.
Before download, the figures reconcile: the section totals and the daily balances have to agree. On a sectioned statement, that check is what stops a withdrawal being counted as income.
Common snags with Truist statements
- Direction preserved. Deposits, withdrawals and checks stay in their own blocks, so a payment never flips to income.
- Balance rebuilt from the daily figures. Truist prints a daily balance, not a per-line one; the converter fills in the rest.
- Spanning the merger. Old BB&T or SunTrust statements convert too, so a run across the transition lines up in one sheet.
Frequently asked questions
Can I convert a Truist statement to Excel for free?keyboard_arrow_down
Yes. Upload the PDF and get a clean Excel or CSV back free to start, with the section totals and daily balances checked so nothing is misclassified.
Can it read my old BB&T or SunTrust statements?keyboard_arrow_down
Yes. It reads those legacy statements too, so you can convert a run that spans the merger and line them all up in one spreadsheet.
Can I import a Truist statement into QuickBooks?keyboard_arrow_down
Yes. Export to QBO or OFX and import it as a bank feed. If QuickBooks rejects a QBO file, OFX is the reliable fallback from the same converter.
Does it work for Truist business checking?keyboard_arrow_down
Yes. Truist business checking statements use the same sectioned layout as a personal account, so the same conversion applies when a business reconciles at month-end.
Does it read scanned Truist statements?keyboard_arrow_down
Yes, with OCR. A PDF downloaded from truist.com will convert faster and cleaner than a scan.
