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TD Bank statement PDF to CSV or QBO

How to get TD Bank statements out as PDFs, what TD Bank already exports natively, and how to turn the PDF into a CSV or QuickBooks .qbo file that's checked against the statement's own balances.

Statement history online: up to 7 years of statements (TD Bank US online banking); statements older than what's online can be requested, fees may apply
Native CSV/QFX/QBO download: TD Bank US says you can download account information directly to Quicken or QuickBooks; Account History shows the last 60 days
Best use of a PDF converter: This page is about TD Bank in the US, not TD Canada's EasyWeb. TD Bank's Account History only shows 60 days, so anything older lives in the Statements tab as PDFs. That's the case a converter is built for.

What TD Bank says

TD Bank's help says transactions from the last 60 days are under Account History and older ones are under the Statements tab, and that statements from the past 7 years can be requested (fees may apply). [source]
TD Bank's online banking page says you can review up to 7 years of statements and download account information directly to Quicken or QuickBooks. [source]

Convert a TD Bank PDF statement to CSV or QBO

Download the statement PDF from TD Bank online banking (see above). Use the downloaded PDF, not a scan or a phone photo.
Open StatementHaul and drop the PDF in. It's read in your browser with pdf.js.
Look at the result: Reconciled means opening + credits − debits equals the printed closing balance. If it doesn't, the first row that breaks is highlighted.
Download the CSV or the .qbo file.

Importing into QuickBooks

QuickBooks Online's CSV upload accepts a 3-column (Date, Description, Amount) or 4-column (Date, Description, Credit, Debit) layout. [Intuit] StatementHaul's CSV has more columns (Date, Description, Amount, Debit, Credit, Balance, Page), so delete the extra columns first or map them in the upload step. The .qbo file is OFX 1.02 Web Connect with a generic bank ID. QuickBooks Online imports it under Banking › Upload transactions. QuickBooks Desktop is stricter about bank IDs and may refuse it, in which case use CSV.

StatementHaul's parser is generic: it reads standard text-based PDF statements by column position. We have not tested it on TD Bank statements specifically. As of October 2026 it has been tested on 11 public sample statements (a US bank, two US credit unions and open-source test sets) plus 4 synthetic ones. Scanned or image-only PDFs are not supported. The balance check tells you on screen whether the rows add up to the printed closing balance, and a statement that fails to parse isn't counted against your free statements.

Sources

TD Bank: How do I view older transactions? (checked 2026-10-23)
TD Bank: Online banking (checked 2026-10-23)
Intuit: Format CSV files to get bank transactions into QuickBooks (checked 2026-10-23)
Intuit: Manually upload transactions into QuickBooks Online (checked 2026-10-23)

Convert the PDF and check it to the cent

Drop a text-based statement PDF into StatementHaul. It's converted in your browser, never uploaded, and the opening + credits − debits = closing check runs on every statement. Your first 2 statements are free with no signup, then $9 one-time for 10 or $29 one-time for 100.

Convert a statement free See pricing

FAQ

Can I download TD Bank transactions as QBO or CSV directly?

TD Bank US says you can download account information directly to Quicken or QuickBooks; Account History shows the last 60 days.

How far back do TD Bank statements go?

Up to 7 years of statements (TD Bank US online banking); statements older than what's online can be requested, fees may apply, per the TD Bank help pages cited on this page.

Does StatementHaul support TD Bank statements?

It reads standard text-based PDF statements generically and hasn't been specifically tested on TD Bank layouts. The balance check shows whether the conversion ties out, and a statement that fails to parse isn't counted against your free statements.