PaidCrane

Convert PDF bank statements to Excel, CSV & QuickBooks

Drop in a statement and get every transaction back, checked against the statement's own balances. Ready for Excel or a QuickBooks import.

Your statement is read right here in your browser. It is never uploaded.

How to import a PDF bank statement into QuickBooks Online

QuickBooks can't read PDF statements, and bank feeds usually only reach back about 90 days. To add older months:

  1. Convert the statement above and download QuickBooks QBO (or a QuickBooks CSV).
  2. In QuickBooks Online, go to Transactions → Bank transactions.
  3. Choose Link account → Upload from file and pick the downloaded file.
  4. Choose the QuickBooks account the transactions belong to, then review and accept them.

For QuickBooks Desktop, open the QBO file (File → Utilities → Import → Web Connect Files).

Questions

Is my statement uploaded anywhere?

No. The PDF is read by your browser on your computer. Nothing about the file or its transactions is sent to a server, and the page's security policy blocks it from sending data to any other website. When you close the tab or press "Clear statement", it's gone. Nothing is saved in your browser either.

How can I check that for myself?

Load this page, then turn off your Wi-Fi and convert a statement. It still works, because nothing needs to be sent anywhere. You can also open your browser's developer tools (Network tab) and watch: converting makes no requests.

How do I know the conversion is right?

Every statement prints an opening and closing balance. We add up every transaction we found and check that opening + transactions = closing, to the cent. If it doesn't match, we tell you by how much and which rows look off.

Which banks work?

Most PDF statements downloaded from online banking. Scanned paper statements and photos aren't supported yet.

What's the difference between QBO and QuickBooks CSV?

QBO is the Web Connect format QuickBooks imports most smoothly, with no column mapping. The CSV files match the 3-column and 4-column layouts QuickBooks Online asks for.