How to Import Truist Bank Statement into QuickBooks

To import your Truist statement into QuickBooks: download your PDF from truist.com → Account Activity → Statements, convert it to QBO (QuickBooks Web Connect) using Bank Statement Converter (free, under 20 seconds), then upload via Banking → Upload from file → Browse. No manual re-keying — all transactions transfer automatically.

Step 1: Download Your Truist Statement

  1. 1. Log in at truist.com and select your account
  2. 2. Navigate to 'Account Activity' and click 'Statements'
  3. 3. Choose the statement month from the list
  4. 4. Click 'Download PDF' to save your statement
  5. 5. Open the downloaded PDF to verify it has all transactions

Step 2: Convert PDF with Bank Statement Converter

Upload your PDF to Bank Statement Converter — select CSV output — download in under 20 seconds.

Step 3: Import into QuickBooks

  1. 1. In QuickBooks Online, go to Banking → Banking menu
  2. 2. Click 'Upload transactions' or 'Upload from file'
  3. 3. Click 'Browse' and select your downloaded QBO file
  4. 4. QuickBooks will match transactions to your bank account
  5. 5. Review auto-matched transactions and click 'Add' to categorize them

Frequently Asked Questions

How do I download my Truist bank statement?
Log in at truist.com and select your account → Navigate to 'Account Activity' and click 'Statements' → Choose the statement month from the list → Click 'Download PDF' to save your statement → Open the downloaded PDF to verify it has all transactions
What format does QuickBooks use for bank import?
QuickBooks accepts QBO (QuickBooks Web Connect) format for both Online and Desktop versions. Bank Statement Converter exports QBO format directly. For QuickBooks Online CSV import, select CSV output instead.
How do I import into QuickBooks Desktop vs. Online?
QuickBooks Online: Banking → Upload from file → Browse for QBO. QuickBooks Desktop: File → Utilities → Import → Web Connect Files → select QBO file → choose account.
Why are some transactions not matching in QuickBooks?
QuickBooks compares imported transactions against existing register entries using date and amount. If dates or amounts differ slightly from a manually entered transaction, QuickBooks flags it as a potential match rather than an exact match — review and confirm manually.
Is my Truist data safe to upload?
Yes. Bank Statement Converter processes files in-memory and deletes them immediately after conversion. No data is stored, logged, or used for model training. No account is required.
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