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Processed in your browser · financial data never uploaded

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.

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.

Statement rows prepared for CSV and QBO export on a workflow desk.
Drag & drop or click to select filesFiles are processed locally in your browser, never uploaded
Files are processed in your browser — never uploaded

Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.

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

StatementCat editorial desk

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.