Which export formats are available?

Bank-statements.co exports Excel, CSV, QBO, OFX, QIF, and JSON from a single uploaded statement PDF.

Is this suitable for accountants and bookkeepers?

Yes. The service is designed for bookkeeping cleanup, catch-up work, reconciliation, and client statement processing across multiple banks and accounting systems.

Is bank statement data handled securely?

Uploads are encrypted in transit and stored securely. Users can delete files when they are no longer needed, and financial data is used to provide the conversion service.

Bank statement import problem

Recover transaction history from PDF-only bank statements

If your bank only provides PDFs or old CSV exports are gone, convert PDF bank statements into accounting-ready transaction files.

For Users recovering historical transactions from old or closed accounts · Last updated June 2, 2026

Why this happens

Banks often limit CSV history or close online access after an account is closed. The PDF statement may be the only remaining source.

Common signs

Old CSV exports are no longer available

Closed account data is only available as PDFs

Historical cleanup requires years of transactions

Manual entry is unrealistic at high volume

How bank-statements.co helps

Convert PDF statements into structured rows, then export to Excel, CSV, QBO, OFX, QIF, or JSON depending on the workflow.

Digital and scanned PDF support

Batch processing

Multiple export formats

API for historical processing

Recommended workflow

1. Upload the original statement PDF.
Use the source bank statement rather than a manually edited spreadsheet whenever possible.
2. Review extracted rows before import.
Check dates, descriptions, debits, credits, and balances. Pay special attention to ambiguous dates and signed amounts.
3. Choose the destination export.
Use QBO for QuickBooks where possible, Xero CSV for Xero, QIF for Quicken, or generic CSV/Excel for review and cleanup.
4. Import and reconcile.
Import the converted file into your accounting system, then reconcile against the original statement.

Product roadmap fit

This problem maps directly to the product roadmap for destination presets, export-time date controls, preview warnings, reconciliation checks, bookkeeper batch workflows, and stronger security messaging.

Read about security | Bookkeeper workflow

Fix this with a clean bank statement export

Upload a statement PDF and download an accounting-ready file in the format your workflow needs.

Recover PDF transactions PDF to CSV converter