How to Convert a Bank of America Statement to Excel or QuickBooks

Bank of America hands you statements as PDFs. Your books need rows in a spreadsheet or a file your accounting software can import. Here is how to turn a Bank of America statement — checking, savings, or a BoA credit card — into CSV, Excel, or a QuickBooks .QBO file in about a minute.

Get your Bank of America statement PDF

1. Sign in to Bank of America online banking.
2. Open the account, then go to Statements & Documents.
3. Pick the month and download the statement as a PDF.

Bank of America statements are text-based PDFs, so they convert cleanly. Scanned or photographed copies work too — the converter reads those as well.

Convert it

1. Open Convert Bank Statements and drop the PDF in.
2. In a few seconds you'll see every transaction — date, description, amount, and running balance.
3. Check the Balances verified badge, then download Excel (.xlsx), CSV, QuickBooks CSV, a .QBO file, or OFX.

The first 5 pages are free, no sign-up.

Bank of America–specific tips

• Credit-card statements. BoA credit-card statements use the opposite sign convention from checking (purchases increase what you owe). The converter handles this and reconciles against the printed balance.
• Combined statements. If your statement covers more than one account, the Excel export gives you one worksheet per account, and .QBO/OFX carry a separate statement block per account. The plain CSV is a single flat list of every transaction.
• Long statements. A single BoA statement can run many pages during a busy month. Every page is re-totaled, not just the first.
• QuickBooks import. The .QBO file imports directly into QuickBooks Online (Transactions → Upload from file) and Desktop. For Xero or Wave, use OFX or CSV.

Is it accurate?

This is the part most converters skip. Every statement is re-totaled and checked against the printed opening and closing balances:

opening balance + Σ transactions = closing balance   (±$0.01)

If a page doesn't reconcile, the offending rows are flagged so you can review them before they land in your books. You never have to guess whether a row was dropped or an amount was misread.

FAQ

Does this work for BoA savings and credit cards? Yes — checking, savings, and Bank of America credit-card statements.

What if my statement is a scan? Scanned and photographed statements work. Image quality matters; if a line is genuinely unreadable, it gets flagged rather than guessed.

Is my data safe? Your PDF is never stored — it is deleted immediately after conversion. Results auto-delete after 7 days, and nothing is ever used to train AI. See our Privacy Policy and Security pages.

Convert a Bank of America statement now →

Not affiliated with or endorsed by Bank of America. Bank of America is a trademark of Bank of America Corporation. QuickBooks is a trademark of Intuit Inc.