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How to convert a Bank of America statement to QuickBooks, Excel or CSV

Bank of America keeps your monthly statements online as PDFs, and Online Banking shows your account activity. This page covers getting a statement or activity file from Bank of America, turning it into a clean CSV, Excel, QuickBooks (.qbo) or OFX file with Statement Converter, and importing it into QuickBooks Online or QuickBooks Desktop.

Statement Converter runs in your browser. Your statement is read on your own computer and is never uploaded.

Step 1: Download your statement from Bank of America

Transactions as a file (CSV). Steps vary; check your bank's help. We couldn't find a public Bank of America page that lists the download formats or the exact buttons for personal accounts. If Online Banking offers a spreadsheet or CSV download for your account, choose it. Otherwise use the PDF statements below.

PDF statements. Bank of America's statement FAQ says:

  • "You can view, print and download up to 18 months of your statements at any time."
  • Statements are in PDF format ("we recommend using Adobe Reader version 6.0 or higher").
  • For older statements, Bank of America says "you can sign into Online Banking, and select Statements & Documents under the Accounts tab. Then select the Request statements tab." It says electronic copies arrive within 24–36 hours and are "accessible for 7 days", so save them straight away. It keeps statement copies for up to 7 years.

Source: Bank of America — Digital banking FAQs (Bank Account Statement section)

Step 2: Convert it with Statement Converter

  1. Open statements.avyth.com/convert and click Choose CSV or PDF statements. Pick your Bank of America CSV or PDF file. The free version converts one statement at a time; the paid version takes several at once.
  2. Check the preview. The page tells you how each file was read. If money coming in shows as money going out, click Flip signs for that file.
  3. Under Download as, pick CSV, Excel (.xlsx), QuickBooks (.qbo) or OFX.
  4. If you picked QuickBooks (.qbo), answer Where should QuickBooks put it?
    • New account in QuickBooks: Under This is a:, choose bank account or credit card statement. Then Pick the bank this statement came from: type Bank of America in the search box. On Intuit's list (checked 2026-09-25), pick Bank of America - QB WebConnect: it is the only Bank of America entry listed for both bank accounts and credit cards. The other entries (Bank of America - CashPro, Bank of America QBDT, zzz-Bank of America - New) are listed for bank accounts only, and all of them show the same website, so go by the name. The list is Intuit's own, and for a card statement it only shows entries Intuit lists for credit cards. The file carries that bank's QuickBooks ID. If QuickBooks already has an account for this bank with the same account number, the transactions go there, so only convert months you haven't already downloaded from Bank of America. Type the same account number each month to keep the months together. If you added several statements, tick the box that says they are all from that bank and one account; otherwise convert them one at a time. If you can't find the bank, click My bank isn't listed. You won't get a .qbo file; download CSV or Excel instead. QuickBooks Desktop only accepts files for banks registered with Intuit, and we won't label your file as another bank.
    • An account I already import into from my bank: if you have a .qbo file from Bank of America for that account, choose it. The converter copies its bank ID and account number, so QuickBooks treats the converted file like one from Bank of America. That .qbo file is also read in your browser and never uploaded. If you don't have one, use New account in QuickBooks.
  5. Click the download button. Its label names the format you picked, for example Download QuickBooks (.qbo) or Download CSV.

What's free: one statement at a time, converted to CSV. $5 a month: any number of statements together, plus Excel, QuickBooks and OFX.

PDFs need a text layer. A scanned PDF (a picture of a page) can't be read.

Step 3: Import into QuickBooks Online

  1. Open Bank transactions. In the newer QuickBooks layout it's under All apps → Accounting → Bank transactions.
  2. Select the Link account dropdown, then Upload from file.
  3. Choose the .qbo file (or the CSV), pick the QuickBooks account it belongs to, and follow the prompts.

Intuit's limits: files up to 350 KB and 1,000 transactions per upload. If you hit either one, convert fewer months at a time. For a CSV upload, Intuit says the file should have 3 columns (Date, Description, Amount) or 4 (Date, Description, Credit, Debit). Statement Converter's CSV has more columns than that, so the .qbo file is the simpler route.

Source: Intuit — Manually upload transactions into QuickBooks Online

Step 4: Import into QuickBooks Desktop

  1. Go to Banking → Bank Feeds → Import Web Connect Files (or File → Utilities → Import → Web Connect Files).
  2. Select the .qbo file and click Open.
  3. Choose Use an existing account if the account is already in QuickBooks, or Create a new QuickBooks account.

Things to know:

  • Intuit says importing a .qbo file requires you to be signed in to your Intuit account inside QuickBooks Desktop.
  • In our experience (not from Intuit's articles), QuickBooks Desktop rejects a Web Connect file from a bank it doesn't recognize. That's why the converter asks which bank the statement came from and writes that bank's own QuickBooks ID from Intuit's list. It never labels your file as a different bank.
  • In our experience, Desktop can refuse to import into an account that has a live automatic bank feed. If it does, turn that feed off first (Edit Account → Bank Feed Settings → Deactivate All Online Services), or import into a new account.
  • Intuit ended online banking services for QuickBooks Desktop 2023 on May 31, 2026 ("You won't be able to download transactions"). Earlier versions were already unsupported. If you're on 2023 or earlier, plan on a supported version.

Sources: Intuit — Set up bank feeds in QuickBooks Desktop · Intuit — Fix Web Connect import errors · Intuit — Desktop 2023 discontinuation

FAQ

How far back can I get Bank of America statements? Bank of America says you can view and download up to 18 months of statements online. It keeps copies for up to 7 years, and you ask for older ones under Statements & Documents → Request statements. Once you have the PDFs, Statement Converter reads them.

Can I convert a year of statements into one QuickBooks file? Yes, on the $5 plan. Add all twelve PDFs and they're merged into one file, oldest first. If QuickBooks Online rejects the file as too large (350 KB or 1,000 transactions), convert fewer months at a time.

Is there a running balance column in the output? No. The output has Date, Description, a signed Amount, separate Debit and Credit columns, and the source file. Balances aren't carried over because banks print them inconsistently, and QuickBooks doesn't need them to import.

Is my statement uploaded anywhere? No. The file is read and written in your browser. Statement Converter is an independent tool from Avyth LLC. It isn't affiliated with or endorsed by Bank of America, or by Intuit (QuickBooks).

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