Convert a Bank Statement to QBO
Turn a digital PDF bank statement into a valid QBO (OFX) file you can import into QuickBooks Online or QuickBooks Desktop. Parsing and export happen entirely in your browser — your statement never leaves your device.
Drag & drop your bank statement
PDF only · processed in your browser · nothing is uploaded
Choose a fileDoing this monthly or across clients?
Batch multi-file conversion and direct QuickBooks/Xero sync — join the early-access list. We only collect your email, never your statement.
How to convert a bank statement to QBO
- Drag your digital PDF statement onto the converter above (or click to choose it).
- StatementTidy extracts transactions in your browser and reconciles them against the opening and closing balance.
- Review the preview — flagged rows stay visible and are never dropped.
- Click “Download QBO” to save a QuickBooks-ready .qbo file.
How to import a QBO file into QuickBooks Online
- Open QuickBooks Online and go to Transactions (or Banking).
- Select Upload from file or Import transactions (wording varies by plan).
- Choose the .qbo file you downloaded from StatementTidy.
- Map the import to the correct bank or credit card account when prompted.
- Review the imported rows in the For review list, then accept or categorize them.
How to import a QBO file into QuickBooks Desktop
- Open QuickBooks Desktop and go to File → Utilities → Import → Web Connect Files.
- Select the .qbo file you downloaded from StatementTidy.
- Choose the bank account to receive the transactions.
- Open the Bank Feeds / Online Banking center and review downloaded transactions.
- Match or add each transaction, then accept them into the register.
Before you import
QuickBooks uses placeholder account identifiers in the QBO file — you will map the file to your real account during import. If any rows were flagged during conversion, reconcile them in StatementTidy before importing so nothing surprises you in QuickBooks.