PDF statement to QBO and QFX
Drop a statement and download a file QuickBooks or Quicken imports directly — no manual column mapping on their side, and no upload on ours.
Drop your PDF statement here
or click to choose a file · nothing is uploaded
Import straight into accounting software
A CSV leaves you at the door of QuickBooks or Quicken; these formats walk in, with each transaction carrying an id so a re-import can't duplicate it.
QuickBooks (.qbo)Quicken (.qfx)Why not just import the CSV
You can, and for one statement it is fine. The difference shows up on the second import.
A CSV is just text: QuickBooks asks you to map the columns every time, has to guess your date format, and has no way of knowing whether a row is one it already has. Import an overlapping month and you get every transaction twice.
A .qbo file carries structure. Each transaction has an id built from its date, amount and payee, so accounting software recognises what it has already seen and skips it. That is the whole reason the format exists.
The year matters more than you'd think
Plenty of statements print dates as 03 Jul or11/07 with no year anywhere near the transaction. Whatever converts them has to supply one.
Get it wrong and every transaction lands twelve months away — a January statement imported in December is the case that bites, and nothing looks broken afterwards. So the year is read from the statement when it appears there, and left as an editable field either way. Check it before you download.
What each file is for
.qbo is QuickBooks' flavour. .qfx is Quicken's. Both are the same underlying format — OFX — with different extensions, so pick the one your software expects.
Set the account type to match what you are importing. A credit card is a different kind of account than a chequing one, and the file has to say so or the software files the transactions in the wrong place.
An honest caveat: some QuickBooks versions check that the file comes from a bank registered with Intuit and refuse otherwise. If yours does, the Excel export is the reliable path. This is a restriction on their side that no converter can get around.
What it costs elsewhere
This is the part worth knowing before you pay for it. MoneyThumb charges from $24.95 a month for five conversions. ProperSoft is $19.99 a month. Both are desktop programs you install, and both have been selling the same conversion for well over a decade.
Here it runs in the page, converts as many statements as you like, and does not ask for an account.