How to Convert a Chase Bank Statement to Excel or QuickBooks
Turn a Chase bank statement PDF into Excel, CSV, or a QuickBooks .QBO file — with balances verified. A quick guide for Chase checking, savings, and credit-card statements.
Chase gives you statements as PDFs, but your bookkeeping needs rows in a spreadsheet or an import file. Here is how to convert a Chase bank statement — checking, savings, or a Chase credit card — into Excel, CSV, or a QuickBooks .QBO file in a couple of minutes.
Get your Chase statement PDF
- Sign in to Chase online banking.
- Open the account, then go to Statements & documents.
- Download the monthly statement as a PDF.
Chase statements are text-based PDFs, which convert cleanly. Scanned copies work too.
Convert it
- Open Convert Bank Statements and drop the Chase PDF in.
- In a few seconds you will see every transaction — date, description, amount, and running balance.
- Check the Balances verified badge, then download Excel (.xlsx), CSV, or a QuickBooks .QBO file.
Chase-specific tips
- Credit-card statements: Chase credit-card statements use a different sign convention (purchases vs. payments). The converter handles this automatically and reconciles against the printed balance.
- Combined statements: if your Chase statement lists more than one account, the Excel export gives one worksheet per account and
.QBO/OFX carry a separate statement block per account. The plain CSV is one flat list of every transaction. - QuickBooks import: the .QBO file imports directly into QuickBooks Online (Transactions → Upload from file) and Desktop.
Is it accurate?
Every statement is re-totaled and checked against the printed opening and closing balances. If anything doesn’t reconcile, the row is flagged so you can review it before importing.
FAQ
Does this work for Chase savings and credit cards? Yes — checking, savings, and Chase credit-card statements.
Is my data safe? Your PDF is auto-deleted in 24 hours and never used to train AI. See our Privacy Policy.
Convert a Chase statement now →
Related guides
- Convert a Bank of America statement
- Convert a Wells Fargo statement
- Convert a Citi bank statement
- Convert a bank statement to QuickBooks (.QBO)
- Convert a TD Bank statement
Not affiliated with or endorsed by Chase. Chase is a trademark of JPMorgan Chase & Co. QuickBooks is a trademark of Intuit Inc.
Author
Categories
More Posts
How to Convert a PNC Bank Statement to Excel or QuickBooks
Turn a PNC statement PDF into Excel, CSV, or a QuickBooks .QBO file — including Virtual Wallet statements with Spend, Reserve and Growth accounts split correctly.
How to Convert Bank Statements to Excel for Taxes
At tax time you need a year of statements as categorized numbers, not PDFs. Convert them to Excel — every balance verified — to total income and expenses for your return.
How to Convert a TD Bank Statement to Excel or QuickBooks
Turn a TD Bank statement PDF into Excel, CSV, or a QuickBooks .QBO file — including old statements TD no longer offers as CSV. Every balance verified.
Newsletter
Join the community
Subscribe to our newsletter for the latest news and updates