How to Convert a TD Bank Statement to Excel or QuickBooks

TD Bank only keeps a limited window of transactions available as CSV downloads. Once you need anything older — a catch-up job, a tax year, a loan application — you're working from PDF statements. Here is how to convert a TD Bank statement PDF into Excel, CSV, or a QuickBooks .QBO file, including scanned copies.

Get your TD Bank statement PDF

1. Sign in at td.com (or the TD Bank app) and open the account.
2. Go to Statements & Documents.
3. Pick the month and download the PDF. TD keeps roughly 7 years of statements online — plenty for catch-up work.

Business accounts (TD Business Convenience, Business Premier) work the same way.

Convert it

1. Open Convert Bank Statements and drop the TD PDF in.
2. Every transaction is extracted automatically — no template setup.
3. Check the balance badge: Balanced means beginning balance + deposits − withdrawals equals the printed ending balance.
4. Export as Excel, CSV, QuickBooks (.QBO), or OFX and import via QuickBooks' Upload from file.

TD-specific tips

• Old statements are the whole point. TD's CSV export only covers recent history; anything older is PDF-only. That's exactly the catch-up scenario this workflow is built for — convert a year of PDFs in one sitting.
• TD credit cards (TD Cash, TD Double Up) convert with correct charge/payment polarity, so QuickBooks doesn't read purchases as deposits.
• Combined business statements with multiple accounts export one Excel worksheet per account and separate .QBO blocks — no flattened mess.
• Scanned or faxed copies work too; the balance check is what catches OCR misreads. See the scanned statement guide.

Is it accurate?

Every account is reconciled the way a bookkeeper would check it. If a row breaks the math, it's flagged for review instead of silently exported — so a misread digit can't sneak into your books. Details on our security page.

FAQ

Does this work for TD credit-card statements? Yes — TD checking, savings, and credit-card statements, digital or scanned.

How far back can I go? As far as your PDFs go. TD keeps ~7 years online; anything you have as a PDF converts.

Is my data safe? Your PDF is never stored and never used to train AI. See our Privacy Policy.

How much does it cost? Sign up and get 15 free pages. Page packs start at $12 and never expire — built for lumpy catch-up work, not subscriptions. See pricing.

Convert a TD Bank statement now →

Related guides

• Catch-up bookkeeping: convert a year of statements
• Convert a bank statement to QuickBooks (.QBO)
• Convert a scanned bank statement (OCR)
• Convert a Chase bank statement

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Not affiliated with or endorsed by TD Bank. TD Bank is a trademark of The Toronto-Dominion Bank. QuickBooks is a trademark of Intuit Inc.