Wells Fargo's online banking exports limited history, so catch-up bookkeeping usually starts from statement PDFs. Convert them once, then QuickBooks imports the lot.
Convert the statement first
- Upload the Wells Fargo PDF to the converter — checking, savings or business.
- Every conversion is reconciled against the statement's own printed opening and closing balances; anything that doesn't tie out is flagged for review instead of exported.
- Download the CSV.
Import into QuickBooks
- Transactions → Bank transactions → Upload from file, account selected.
- Pick the three-column signed-amount format and map Date, Description and Amount.
- Confirm the import.
Wells Fargo-specific notes
- Backfilling history: QuickBooks bank feeds only reach back a limited window. For older months, statements are the source of truth — convert them oldest-first and import in order, so the running history builds cleanly.
- Business statements with dense card settlements convert with full descriptions preserved for categorisation rules.
Reconciling
Each statement's imported total matches its printed closing balance — verified before export. Reconcile month by month in QuickBooks as if the transactions had come from a feed.