Converter
Convert a bank statement for QuickBooks (QBO or CSV)
Drop in the PDF, get CSV for QuickBooks import back with every transaction extracted and categorized. Works with any US bank or card. Free to start.
- 1
Download the statement
From your bank's website or app as a PDF, or photograph the paper copy. Bank-specific steps are on the bank pages.
- 2
Drop it into ProfitBooks
Create a free account and upload. The AI identifies the account and period and extracts every transaction.
- 3
Download CSV for QuickBooks import
Export the transactions, or keep them as categorized books and run your profit and loss.
Convert statements from specific banks
- Chase statement to CSV
- Bank of America statement to CSV
- Wells Fargo statement to CSV
- Citi statement to CSV
- Capital One statement to CSV
- American Express statement to CSV
- US Bank statement to CSV
- PNC statement to CSV
- Truist statement to CSV
- TD Bank statement to CSV
- Navy Federal statement to CSV
- Mercury statement to CSV
FAQ
Questions, answered
Do I need to sign up?
A free account (60 seconds, no card) so the converted file stays with your business. You get 100 free credits and reading statements never costs credits.
Scanned or photographed statements?
Yes. The AI reads scans and photos as well as native PDFs.
What comes out?
CSV for QuickBooks import with date, description, amount, balance and a category for every transaction. Balances are checked against the statement so nothing is missed.
Why not just import into QuickBooks?
You can: export CSV and use QuickBooks' bank upload. But if you are converting statements every month to feed a $38 a month ledger that still makes you categorize, ProfitBooks is the shorter path. The books are already done when the conversion finishes.
Convert it, then let the AI keep going.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.