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Bank Statement to CSV / QBO Converter

Got the Excel but still need to import it into accounting software? Statement to CSV / QBO produces the formats your software accepts directly: CSV is universal, while OFX / QBO is the standard bank-import format for QuickBooks and most legacy accounting tools. Drop in the statement PDF and StatementSift detects the transactions and generates these files locally, with your financial data never uploaded. The same balance check runs first so you know nothing was missed.

  1. Choose PDF
  2. Review transactions
  3. Export your data
Drag & drop or click to select filesFiles are processed locally in your browser, never uploaded

Choose a PDF with selectable text from online banking. Parsing runs locally; incomplete balance evidence is marked for review. Check the extracted rows against your statement before exporting.

Statement to CSV / QBO

  1. 1

    Drag in the bank statement PDF.

  2. 2

    StatementSift detects transactions locally and runs the balance check.

  3. 3

    Choose an export format: CSV / OFX / QBO.

  4. 4

    Download and import into QuickBooks / Xero / Wave.

Statement to CSV / QBO

01

Ready for accounting software: OFX / QBO is the bank-import format QuickBooks accepts and CSV is universal, skipping the “re-tidy the columns in Excel” step.

02

Pure algorithm, no dependencies, no upload: these formats are assembled client-side per spec, so financial data stays on your machine.

03

Reconcile before you import: the row-by-row balance check confirms nothing was missed before the data lands in your books.

Frequently asked questions

QBO is QuickBooks’ Web Connect file, essentially a variant of OFX (Open Financial Exchange). StatementSift exports standard OFX/QBO SGML, which QuickBooks and most software that imports OFX can read.

Xero and Wave usually import bank transactions via a CSV template, so choose CSV; they also support OFX. Follow your software’s import wizard for which to use.

Updated · StatementSift team

Sources, review and limits

Last verified

2026-06-17

Author

StatementSift editorial team

Reviewer

Financial document workflow review

Primary sources

  • User-provided bank statement files processed locally
  • Local CSV, OFX and spreadsheet export rules
  • Bank-format guides maintained by the site

Statement conversion is not accounting, tax, audit or financial advice. Reconcile exported rows against the original statement before relying on them.