For small businesses · Freelancers · DIY books
Get your bank statement into QuickBooks without retyping it.
Upload the PDF your bank gave you, download a .qbo file, and load it straight into QuickBooks Online or Desktop. 30 US banks covered. The statement is handled entirely in memory — your transactions and account numbers are never saved anywhere. How we handle your data →
On the US bank layouts we support, Easy Statement Sheet pulls transactions with 99.9% extraction accuracy, checked against real statement samples from each bank.
First 3 conversions free · no card needed · nothing stored
Drag your bank statement PDF in here
or click to pick a file · PDFs only
Everything runs in memory — your file is never saved anywhere. How that works
What exactly is a .qbo file?
Think of .qbo as QuickBooks' native language for bank data — the Web Connect format Intuit built for importing transactions. Under the hood it's an OFX 1.x SGML file carrying an INTU.BID code, which is how QuickBooks figures out which bank your numbers belong to.
Using QuickBooks Online? Go to Banking → Link account → Upload from file, pick the .qbo you downloaded, match it to the right account, then review and accept.
On QuickBooks Desktop? Head to File → Utilities → Import → Web Connect Files, open the .qbo, then confirm the transactions.
For people who'd rather run their business than do data entry
Every account
Checking, savings, business card — one simple routine
Whatever the bank and whatever the month, the steps never change: upload the PDF, grab the .qbo, load it into QuickBooks. Done before your coffee goes cold.
Your data stays yours
We never keep a copy of your transactions
The PDF and the .qbo it becomes exist only in memory while the conversion runs — then they're gone. All we record is a small receipt per export (which bank, how many transactions, when) so billing and rate limits work. Never amounts, account numbers, or the PDF itself. See the exact policy.
Online + Desktop
The same file works in both versions of QuickBooks
Whether you're on QuickBooks Online or still happily running Desktop, the .qbo we produce imports into either — no second tool, no second file.
Do the math on your own time
Retyping one bank statement into QuickBooks eats about half an hour. If your time is worth $75 an hour — and for most business owners it's worth more — that half hour has a very real price tag.
Based on 30 minutes per statement at $75/hr — plug in your own rate and the gap only widens. Juggling several accounts or a busy business? Pro at $30/mo covers around 120 statements a month.
Banks we can read
We currently read statements from 30 US banks and credit unions, each mapped to the INTU.BID code QuickBooks expects. Yours missing? Send a sample (black out anything personal) to [email protected] and we'll add it.
Run a restaurant on top of everything else?
Square and Toast payouts are messier than a bank statement — sales, tax, tips, and fees each need their own daily journal entry. Sheet Sync for Restaurants takes care of that piece.
Check out Sheet Sync for Restaurants →Common questions
Can I convert statements from more than one bank account?
Absolutely. Run each PDF through on its own and you'll get a separate .qbo for every account — business checking, savings, a card account, whatever you've got. Conversions never mix: each one runs in its own isolated request, and the file is wiped from memory the moment your download finishes.
I'm on QuickBooks Desktop, not Online. Will the file still work?
It will. The .qbo we build is a standard OFX 1.x SGML Web Connect file. QuickBooks Desktop takes it through File → Utilities → Import → Web Connect Files, and QuickBooks Online takes the very same file through Banking → Upload from file. One download covers both versions.
What should I keep in case of a tax audit?
Hang on to the original PDF from your bank plus the .qbo you downloaded — those are your records, and we keep neither. Your Dashboard shows a log of each export (which bank, how many transactions, when) but never the transactions themselves, so the paper trail stays with you, exactly where an auditor would expect to find it.
Is it safe to upload a statement with my account details on it?
Your PDF and the .qbo are handled entirely in memory and erased as soon as the download reaches your browser — nothing touches disk or Supabase Storage. The PDF itself never leaves our servers; only the extracted statement text goes to our AI partner (DeepSeek) to be structured into rows. What we do keep is a small billing record per export — your account, the bank slug, the transaction count, and a timestamp. No amounts, no account numbers, no PDF contents. The complete policy is spelled out at /security.
Which banks can you read?
Right now, 30 US banks and credit unions — Chase, Bank of America, Wells Fargo, Citi, Capital One, U.S. Bank, PNC, Truist, Citizens, Navy Federal, American Express, and others. New banks get added when people ask: if yours isn't on the list, email us a sample statement with the personal details blacked out and we'll build support for it.
QuickBooks won't accept my .qbo file — now what?
It's rare, but every so often a bank rotates its INTU.BID code and an import fails. Email support and we'll issue a fresh file against the updated registry. We check Intuit's fidir.txt every quarter, and if you catch a stale entry before we do, we'll have it corrected within 24 hours.
What does it cost if I convert a lot of statements?
The $15/mo Starter plan covers about 30 statements a month — plenty for most single businesses. Pro at $30/mo handles roughly 120, and Business at $50/mo is unlimited within fair use. Given that each statement takes about half an hour to retype by hand, a single converted statement a month more than pays the bill.
Curious how the no-storage setup actually works before you upload anything?
See how zero-retention works →