Bank Statement Converter by Taxomate
Convert a statement

Import Old Bank Statements into QuickBooks

When bank feeds stop at 90 days, last year, or a closed account, the safe path is statement extraction, review, and reconciled import files.

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 import old bank data into QuickBooks when the bank feed will not go back far enough?

Prior-year cleanup needs a reviewable trail.

Bank Statement Converter by Taxomate is shaped around the recurring bookkeeping problem: the client is behind, bank feeds are incomplete, and the only durable source is a stack of statements.

  1. Collect statements for the missing months or years.
  2. Extract rows and compare computed closing balance against the statement.
  3. Review exceptions, then export CSV or QBO for QuickBooks.

What trips people up.

  • Some banks only provide a limited transaction history through feeds.
  • Closed accounts often leave PDFs as the only practical source.
  • Importing years of activity without balance checks can create expensive reconciliation cleanup.
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.

  • Sample metadata captures issuer, date range, page count, and balance visibility.
  • Evaluation reports show whether extraction is good enough to continue.
  • Rails review keeps corrected rows and export state together.
  • Reviewed rows are the source for QBO, CSV, and Excel exports.
Sample data. Each export is checked against the statement before download.

For bookkeepers catching up clients who are months or years behind.

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 import old bank data into QuickBooks when the bank feed will not go back far enough?

Bank Statement Converter by Taxomate is shaped around the recurring bookkeeping problem: the client is behind, bank feeds are incomplete, and the only durable source is a stack of statements. Collect statements for the missing months or years. Extract rows and compare computed closing balance against the statement. Review exceptions, then export CSV or QBO for QuickBooks.

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