StatementFlow

How do I convert a bank statement to QuickBooks?

Convert the statement, then Export → QuickBooks to download a .qbo (Web Connect) file. In QuickBooks go to Transactions → Bank transactions → Upload from file and select it.

QuickBooks imports bank data through QBO Web Connect files. StatementFlow builds a valid .qbo for you: upload your PDF, review the transactions, then choose Export → QuickBooks.

In QuickBooks Online: Transactions → Bank transactions → Upload from file, pick the .qbo, and match it to the right account. QuickBooks Desktop accepts the same file via File → Utilities → Import → Web Connect Files.

Not sure what the file actually is? See what is a QBO file. Prefer Xero? Use the OFX export instead.

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Drag & drop a PDF, scan, or photo — any bank. Our AI extracts every transaction and exports to Excel, CSV, QBO, or OFX.

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Last reviewed 2026-06-12.