How do I import a bank statement into QuickBooks Desktop?

Convert the PDF, then Export → QuickBooks to get a .qbo (Web Connect) file. In QuickBooks Desktop go to File → Utilities → Import → Web Connect Files and select it.

QuickBooks Desktop imports bank data through .qbo Web Connect files. Upload your statement to StatementFlow, review the transactions, then choose Export → QuickBooks to build a valid .qbo.

In QuickBooks Desktop: File → Utilities → Import → Web Connect Files, pick the .qbo, and choose the account to import into. Desktop reads the dates, amounts, and descriptions and lines them up in the bank feed for you to add or match.

On the cloud version the steps differ slightly — see uploading to QuickBooks Online. Curious what the file actually is? See what is a QBO file.

Try it now — free, no signup

Upload your statement

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

Drag & drop your statement here

or browse files

PDF · PNG · JPG · WEBPUp to 20MB · 50 pages

Encrypted in transit · Processed in memory · Deleted immediately

How do I import a bank statement into QuickBooks Desktop?

Upload your statement

Related questions