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 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 — 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)

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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.