Bank Statement Converter by Taxomate
Convert a statement

Convert Bank Statements to QuickBooks

Recover historical activity, reconcile the rows, and export files that are ready for QuickBooks import testing.

Convert a bank statement PDF bank or credit-card statements. You'll create or sign in to your private account first.
Sample data. Downloads unlock only after the statement balances and export checks pass.

What you get back.

Every export is built from the same reviewed rows, and stays locked until the statement balances. See a sample conversion

.qbo QuickBooks Web Connect
For bank and card registers in a QuickBooks Web Connect import.
.csv CSV transactions
Normalized rows for flexible mapping and other accounting tools.
.xlsx Excel workbook
A native workbook with Transactions and Reconciliation sheets.

How do I get old statement activity into QuickBooks when feeds are missing?

Built for the gap after bank feeds disappear.

The first wedge is narrow: old statements, reviewed rows, and balanced import files.

  1. Collect statements for the missing period.
  2. Run extraction and review balance proof.
  3. Export QBO or CSV for QuickBooks import.

What trips people up.

  • QuickBooks Online can manually upload transaction files, but the file still needs clean columns.
  • QuickBooks Desktop workflows often depend on Web Connect QBO files.
  • Older bank data may require manual imports when feeds no longer reach far enough back.
Sample data. Flagged rows keep export locked until they are fixed.

Proof stays with the file.

The source statement, extracted rows, balance check, rows to review, and export state stay in one workflow.

  • Rails owns uploads, review state, and exports.
  • Python owns extraction quality and balance validation.
  • Harnesses verify both surfaces before product claims expand.
  • Reviewed rows are the source for QBO, CSV, and Excel exports.
Sample data. Each export is checked against the statement before download.

For business owners and bookkeepers rebuilding old accounting periods.

Recover missing transaction history without treating raw extraction as finished bookkeeping. Every conversion keeps the source, review decisions, balance proof, and export state together.

Frequently asked questions

How do I get old statement activity into QuickBooks when feeds are missing?

The first wedge is narrow: old statements, reviewed rows, and balanced import files. Collect statements for the missing period. Run extraction and review balance proof. Export QBO or CSV for QuickBooks import.

How does Bank Statement Converter by Taxomate check a converted statement?

It keeps the opening balance, extracted transactions, calculated closing balance, statement closing balance, and any flagged rows together. Export remains unavailable until blocking issues are resolved.

Which file formats can I export?

A reviewed, balanced statement can be exported as QBO for a QuickBooks Web Connect workflow, CSV for flexible imports, or a native Excel workbook with transaction and reconciliation sheets.

Convert your first statement.

Create a private Bank Statement Converter by Taxomate workspace, upload one bank or credit-card PDF, review the extracted rows and balance check, then export QBO, CSV, or Excel. Your saved workspace keeps the source and review trail together.

Start converting