Accounting workflow
PDF bank statement to QuickBooks Online import
Convert bank, credit card, and financial PDF statements into a quickbooks-mapped csv (3 or 4 columns) ready to import into QuickBooks Online. Each row is reconciled to the printed close before export.
QuickBooks Online import column mapping
How each PDF transaction row maps into the CSV QuickBooks Online expects.
| QuickBooks Online column | Source in the PDF |
|---|---|
| Date | Transaction date from the PDF statement row |
| Description | Cleaned merchant + memo string |
| Amount | Signed amount (debit negative, credit positive) |
Want to see how reconciliation guards against drift? How we verify every export →
