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Import bank statement CSV files into QuickBooks

Accounter does not connect to QuickBooks. It turns a bank statement PDF into reviewed transaction rows and gives you a CSV file (it opens in Excel) that you upload to QuickBooks yourself.

What you get

Bank statement PDFs, including scanned statements, turned into transaction rows you can review
Choose, reorder and rename the CSV columns before you download
Pick the date format your import expects, such as DD/MM/YYYY or YYYY-MM-DD
One signed Amount column, or separate Debit and Credit columns
Receipt extractor results (supplier, date, VAT and totals) as a CSV download
Nothing is sent to your accounting software: you choose what to import

How to import into QuickBooks

  1. 1
    Upload your bank statement PDF to the Accounter bank statement converter.
  2. 2
    Review the extracted transactions against the statement and correct anything that needs it.
  3. 3
    In the export settings, choose the columns and date format you want, then download the CSV.
  4. 4
    In QuickBooks, upload the CSV as bank transactions for the right account and match its columns when asked.

Frequently Asked Questions

Does Accounter connect or sync with QuickBooks?

No. Accounter has no QuickBooks connection, app or sync, and never sends data to QuickBooks. You download a CSV file from Accounter and import it into QuickBooks yourself.

Which file does QuickBooks get?

A CSV file with one row per transaction: date, description, amount (or debit and credit) and balance. QuickBooks Online can upload bank transactions from a CSV file. Accounter only produces CSV, so if your QuickBooks product needs another format (such as QBO), Accounter cannot produce it.

Is the download an Excel file?

It is a CSV file. CSV opens directly in Excel and Google Sheets, so you can check or tidy it there before importing. Accounter does not produce a native .xlsx workbook.

Get a CSV ready for QuickBooks

Upload a bank statement PDF, review the transactions and download the CSV.

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