Formats & exportsUpdated 16 July 2026

Import Bank of America statements into QuickBooks Online

Bank of America statements don't list transactions chronologically — deposits, withdrawals and checks live in separate sections. That's fine for reading, useless for importing. Conversion rebuilds the ledger first; then QuickBooks takes it in one pass.

Convert the statement first

  1. Upload the BofA PDF to the converter.
  2. NoRekey reads every section — deposits and credits, withdrawals, checks — and restores a single date-ordered table with correct signs. Check numbers stay in the description.
  3. The rebuilt ledger is verified against the statement's printed balance summary before export.
  4. Download the CSV.

Import into QuickBooks

  1. Transactions → Bank transactions → Upload from file, with the matching account selected.
  2. Choose the three-column format (signed amounts) and map Date, Description and Amount.
  3. Review and confirm — QuickBooks de-duplicates against existing rows on import.

BofA-specific notes

  • Checks import with their check numbers in the description, so payments stay traceable when you categorise.
  • Combined statements covering checking and savings convert as separate reconciled ledgers — import each into its own QuickBooks account.

Reconciling

The import's ending balance equals the statement's printed closing balance. If QuickBooks disagrees afterwards, suspect feed overlap — not the file — and see duplicate transactions after import.

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