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 auto-deleted in 24 hours 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.