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Convert a bank statement PDF to a QuickBooks Online CSV

Turn a bank statement PDF into transactions (date, description, amount, running balance) plus a QuickBooks Online bank CSV ready to import. Each statement is checked: opening balance plus transactions must equal the closing balance. Swap in links to your own statements.

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Bank Statement Converter: PDF to CSV, Excel, QuickBooks & Xero
Bank Statement Converter: PDF to CSV, Excel, QuickBooks & Xerohumble-echidna/bank-statement-converter
Row
Date
Description
Amount
+6 fields
Text
Number
Boolean
List
Object

Input

Statement URLs:https://whitehatharbor.com/statements/sample-statement.pdf
Also write accounting files:quickbooks

Output fields

Row
Date
Description
Amount
Balance
Currency
Account
Check
Flags
Statement

How it works

Sign up on Apify or log in

The Bank Statement Converter: PDF to CSV, Excel, QuickBooks & Xero Actor is ready to run with the inputs already set for "Convert a bank statement PDF to a QuickBooks Online CSV". Sign up or log in and you'll land in Apify Console with a copy of this exact task.

Start the "Convert a bank statement PDF to a QuickBooks Online CSV" task

The Bank Statement Converter: PDF to CSV, Excel, QuickBooks & Xero Actor will start running based on the input automatically. You can also change all the input fields, like statement urls and also write accounting files, to match your specific use case.

Receive the "Convert a bank statement PDF to a QuickBooks Online CSV" output

Monitor the progress in real time. You will be notified as soon as your dataset is complete and ready for review. Each result includes data such as row, date, description, and more.

Integrate into your workflow

The final output is delivered in JSON, CSV, or Excel format, ready to be plugged into your workflow. You can also run the "Convert a bank statement PDF to a QuickBooks Online CSV" task via API.

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