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How to convert a Chase statement to QuickBooks, Excel or CSV

Chase lets you download recent transactions from chase.com, and it keeps older monthly statements as PDFs. This page covers getting either file from Chase, 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.

You might not need a converter. Chase says that on a desktop computer you can download the last two years of transactions directly as CSV, QFX, QIF or QuickBooks Web Connect (.qbo). If that covers the months you need, use Chase's own download. Statement Converter helps when you need months older than that (from the PDF statements), want several statements merged into one file, or want a tidy spreadsheet.

Step 1: Download your statement from Chase

Transactions as a file (last two years, desktop only). Chase's Spending Planner page says:

"If you access the tool via your desktop computer you'll be able to download transactions in a spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF), or QuickBooks Web Connect (QBO) format for the last two years."

The same page says the Chase Mobile app downloads PDF only, for the last calendar year. The exact buttons aren't on that page. Steps vary; check your bank's help. For Statement Converter, choose CSV.

Source: Chase — What is Chase Spending Planner

Monthly PDF statements (up to 7 years, depending on the account).

On chase.com:

  1. Sign in and open the Main Menu (top left).
  2. Select Statements & documents.
  3. Choose the year and the account, then click Open or Save.

In the Chase Mobile app:

  1. Tap Profile & Settings (top right).
  2. Under Document manager, select Statements & documents, then Statements.
  3. Choose the account, year and statement. It opens as a PDF.

Chase says: "Depending on the account type you can securely access up to 7 years of statements."

Source: Chase — Paperless statements

Step 2: Convert it with Statement Converter

  1. Open statements.avyth.com/convert and click Choose CSV or PDF statements. Pick your Chase 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 Chase in the search box. On Intuit's list (checked 2026-09-25), pick Chase Web Download: it is listed for both bank accounts and credit cards. Chase Bank All - New is listed for bank accounts only. 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 Chase. 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: choose one .qbo file you downloaded from Chase for that account. The converter copies its bank ID and account number, so QuickBooks treats the converted file like one from Chase. That .qbo file is also read in your browser and never uploaded.
  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

Chase already offers a .qbo download. Why convert? Chase's own file download covers the last two years. For older months you only have the PDF statements, and Statement Converter turns those into CSV, Excel or .qbo. If Chase's download already covers what you need, use it.

Can I add old Chase PDF months to the account I already download into? Yes. Choose An account I already import into from my bank and pick one .qbo file you downloaded from Chase for that account. Only convert months you haven't already downloaded from Chase. QuickBooks spots a second copy of the same converted file, but it can't tell a converted transaction from the one Chase sent.

Can I do this from the Chase Mobile app? Chase says the app downloads PDF statements, for the last calendar year. Statement Converter reads those PDFs. For CSV downloads, Chase points you to a desktop computer.

Does Chase see that I used Statement Converter, or do you see my statement? Neither. The file is read and written in your browser, and there's no upload step. Statement Converter is an independent tool from Avyth LLC. It isn't affiliated with or endorsed by JPMorgan Chase, or by Intuit (QuickBooks).

My Chase file wasn't read correctly. What now? First try Flip signs if money in and out are reversed. If it's still wrong, email support@avyth.com with the bank's name and what went wrong. Don't send the file.

Open Statement Converter →