How to Convert a Truist Bank Statement to Excel or QuickBooks

Truist statements come as PDFs; QuickBooks and Excel want rows. Here is how to convert a Truist bank statement — Truist One Checking, savings, business accounts, or a Truist credit card — into an import-ready file, including the legacy BB&T and SunTrust PDFs sitting in your archive from before the merger.

Get your Truist statement PDF

1. Sign in at truist.com (or the Truist mobile app).
2. Go to Accounts → Statements & documents.
3. Pick the account and month, then download the PDF.

For catch-up work that reaches back before the BB&T/SunTrust merger, dig out the old PDFs — the layouts differ, but the conversion flow is identical.

Convert it

1. Open Convert Bank Statements and drop the Truist PDF in.
2. Every transaction is extracted automatically — no template setup, any layout.
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.

Truist-specific tips

• Legacy BB&T and SunTrust statements convert too. Catch-up jobs often span the merger; you don't need three different tools for three different layouts — extraction reads each statement as it is, and the balance check verifies every one.
• Truist credit cards (Enjoy Cash, Future) convert with correct charge/payment polarity.
• Business statements with multiple accounts export one Excel worksheet per account and separate .QBO blocks.
• Scanned copies work; 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 — and that's the point for merger-era archives: three layouts, one verification standard. Rows that break the math get flagged instead of silently exported. Details on our security page.

FAQ

Do old BB&T / SunTrust statements work? Yes — pre-merger layouts convert the same way, balance-verified.

Do Truist credit-card statements work? Yes — checking, savings, and credit cards, digital or scanned.

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 — see pricing.

Convert a Truist statement now →

Related guides

• Convert a PNC bank statement
• Convert a TD Bank statement
• Catch-up bookkeeping: convert a year of statements
• Convert a bank statement to QuickBooks (.QBO)

---

Not affiliated with or endorsed by Truist. Truist is a trademark of Truist Financial Corporation. BB&T and SunTrust are historical marks of their respective owners. QuickBooks is a trademark of Intuit Inc.