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Truist statement PDF to CSV or QBO

How to get Truist statements out as PDFs, what Truist 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 18 months of account history to download or print (Truist small business online banking)

Native CSV/QFX/QBO download

Truist small business online banking connects to accounting software such as QuickBooks. We didn't find an official Truist page listing personal-account CSV/QBO formats

Best use of a PDF converter

Truist's own page gives an 18-month download window. For older months, or when the QuickBooks connection has to be deactivated and reactivated, the statement PDF is what you have. Check your own Download menu for the formats your account offers; we haven't confirmed personal-account formats from a Truist page.

What Truist says

• Truist's small business online banking page says you can download or print up to 18 months of account history, and connect accounting software such as Intuit QuickBooks. [source]
• Truist publishes a Quicken and QuickBooks Direct Connect deactivation/reactivation guide for its accounting-software connections. [source]

Convert a Truist PDF statement to CSV or QBO

1. Download the statement PDF from Truist online banking (see above). Use the downloaded PDF, not a scan or a phone photo.
2. Open StatementHaul and drop the PDF in. It's read in your browser with pdf.js.
3. 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.
4. 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 Truist 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

1. Truist: Small business online banking (checked 2026-10-23)
2. Truist: Quicken/QuickBooks Direct Connect guide (PDF) (checked 2026-10-23)
3. Intuit: Format CSV files to get bank transactions into QuickBooks (checked 2026-10-23)
4. Intuit: Manually upload transactions into QuickBooks Online (checked 2026-10-23)