Convert a bank statement to CSV / QBO / OFX
Got the Excel but still need to import it into accounting software? Statement to CSV / QBO produces the formats your software accepts directly: CSV is universal, while OFX / QBO is the standard bank-import format for QuickBooks and most legacy accounting tools. Drop in the statement PDF and StatementSift detects the transactions and generates these files locally, with your financial data never uploaded. The same balance check runs first so you know nothing was missed.
Got the Excel but still need to import it into accounting software?Statement to CSV / QBO produces the formats your software accepts directly: CSV is universal, while OFX / QBO is the standard bank-import format for QuickBooks and most legacy accounting tools.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
How to statement to csv / qbo
- 1Drag in the bank statement PDF.
- 2StatementSift detects transactions locally and runs the balance check.
- 3Choose an export format: CSV / OFX / QBO.
- 4Download and import into QuickBooks / Xero / Wave.
Why use StatementSift's Statement to CSV / QBO?
- Ready for accounting software: OFX / QBO is the bank-import format QuickBooks accepts and CSV is universal, skipping the “re-tidy the columns in Excel” step.
- Pure algorithm, no dependencies, no upload: these formats are assembled client-side per spec, so financial data stays on your machine.
- Reconcile before you import: the row-by-row balance check confirms nothing was missed before the data lands in your books.
Frequently asked questions
QBO is QuickBooks’ Web Connect file, essentially a variant of OFX (Open Financial Exchange). StatementSift exports standard OFX/QBO SGML, which QuickBooks and most software that imports OFX can read.
Xero and Wave usually import bank transactions via a CSV template, so choose CSV; they also support OFX. Follow your software’s import wizard for which to use.
Find the page for your bank
Want to see how StatementSift reads your bank’s statement? Open the list of supported banks , where every major bank has its own layout notes and an embedded converter.
Updated · StatementSift team