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

Truist keeps paperless statements online for up to 7 years for deposit accounts and up to 2 years for credit cards. This page covers getting a statement or transaction file from Truist, 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 Truist

Transactions as a file (CSV). Steps vary; check your bank's help. We couldn't find a public Truist page that describes downloading transactions for personal accounts, the formats offered or how far back it goes (Truist's help and FAQ pages sit behind its sign-in). For small business online banking, Truist says you can "Download or print up to 18 months of account history, like images of paid checks and deposit tickets", and "Easily connect your financial accounting software, like Intuit® QuickBooks®." If Online Banking offers a CSV download for your account, choose it. Statement Converter reads CSV and PDF only, not QFX, OFX or QIF.

Source: Truist — Small business online banking

Statements. Steps vary; check your bank's help. Truist's account disclosures say:

"The length of time paperless statements are available to view and download varies depending on the product: up to 7 years for deposit and brokerage accounts; up to 2 years for credit cards; up to 24 months for home equity lines of credit, personal loans, and auto loans; and up to 18 months for mortgage and trust accounts. The length of time the specific product statements are available online can be found in Truist Online Banking in “Documents”."

Truist's disclosure points to Documents in Truist Online Banking. Save the statement as a PDF to use it with Statement Converter.

Source: Truist — Set up your checking account (disclosures)

Step 2: Convert it with Statement Converter

  1. Open statements.avyth.com/convert and click Choose CSV or PDF statements. Pick your Truist 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 Truist in the search box. On Intuit's list (checked 2026-09-25), Truist Bank and Truist Online Banking - WC are listed for both bank accounts and credit cards, Truist Bank, Commercial Card for credit cards only, and Truist Digital Treasury for bank accounts only. The list also still has older BB&T and SunTrust entries with those banks' old websites; don't use them for a Truist statement, since the file would then claim to come from a different bank. Intuit's list doesn't say which one Truist's own downloads use; if you have a .qbo from Truist, the next option copies the exact ID. 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 Truist. 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 Truist for that account, choose it. The converter copies its bank ID and account number, so QuickBooks treats the converted file like one from Truist. 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 go? Truist says paperless statements stay online for up to 7 years for deposit accounts and up to 2 years for credit cards. Convert those PDFs; the $5 plan merges many months into one file.

Does this work for a Truist credit card? Statement Converter reads text-based PDF statements and CSVs that have a date, description and amount (or debit and credit) for each transaction, and tells you when it can't read a file with confidence. Card files often show purchases as positive numbers. The page says how it read each file, and Flip signs fixes it if it guessed wrong. For a .qbo file, choose credit card statement and pick one of the Truist entries Intuit lists for cards.

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 Truist, or by Intuit (QuickBooks).

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