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BookkeepKit

Convert Bank of America Bank Statements to QBO, Excel or CSV

Drop a Bank of America PDF statement and get a file QuickBooks, Quicken, Xero or Excel reads on the first try. The converter knows the Bank of America layout, checks the transactions against the statement's balances, and runs entirely in your browser.

Drop a Bank of America PDF statement here

Bank of America checking statements as downloaded from online banking. Other banks, CSV, Excel and OFX files work too.

Processed in your browser. Your files never leave your computer.

Pro and Business: drop several statements at once to convert them in one go.

How it works

  1. 1

    Download the Bank of America statement

    The PDF from Bank of America online banking, as is. No need to print or re-save it.

  2. 2

    Check the result

    Opening balance plus transactions must equal the closing balance. Fix any highlighted row.

  3. 3

    Pick a format

    QBO for QuickBooks, QFX for Quicken, CSV for Xero or Wave, or Excel.

How the Bank of America statement is read

  • Deposits and withdrawals are listed in separate sections, with withdrawals printed as negative numbers.
  • Checks are listed side by side, two or three per line (date, check number, amount). Each one becomes its own transaction with its check number.
  • ACH entries read "COMPANY DES:PURPOSE ID:… INDN:… CO ID:… CCD". They are shortened to the company and purpose, and the full text is kept in the memo.
  • Debit card purchases start with CHECKCARD and the purchase date, and end with a long reference number. Only the merchant is kept as the description.
  • Keep the Change transfers, online banking payments and wires are kept as separate transactions, with their confirmation numbers moved to the memo.

Checked against real Bank of America checking statements from 2016 to 2021: seven statements, every one balanced to the cent. Every release is also tested with a statement that reproduces the Bank of America layout, so a change elsewhere in the converter can't silently break it.

Where to download Bank of America statements

  1. Sign in at bankofamerica.com and open the account.
  2. Choose Statements & Documents.
  3. Select the statement and download the PDF. Several years of statements are usually available.

Download the original PDF. Statements that were printed and scanned need text recognition, available on paid plans.

What Bank of America exports itself

Bank of America lets you download recent transactions as a spreadsheet or for Quicken and QuickBooks, for a limited date range. Older periods are available as PDF statements.

Importing into QuickBooks

In QuickBooks Online, go to Transactions > Bank transactions, choose Link account > Upload from file, and drop the .qbo file. In QuickBooks Desktop, use File > Utilities > Import > Web Connect Files. Pick the QuickBooks account that matches your Bank of America account and keep the same account number in every file you convert for it.

Bank of America is a trademark of its owner. BookkeepKit is not affiliated with or endorsed by Bank of America, N.A..

Frequently asked questions

Which Bank of America statements are supported?

Personal and business checking statements downloaded as PDFs from Bank of America online banking. Credit card statements are read by the general card reader. If a Bank of America statement doesn't come out right, tell us what's wrong (but never send the statement itself).

Why not use Bank of America's own download?

Bank of America lets you download recent transactions as a spreadsheet or for Quicken and QuickBooks, for a limited date range. Older periods are available as PDF statements.

Can I convert a year of statements at once?

On Pro and Business, drop all the PDFs together. Each statement is checked on its own, and you get one file per month or a single combined file.

Will QuickBooks create duplicates if I import overlapping months?

Each transaction gets a stable ID built from its date, amount and original description, so converting the same statement again gives the same IDs and QuickBooks recognizes transactions it already imported.

Is my statement uploaded?

No. The PDF is read by your browser and never leaves your computer.

Guides

    Statements from a specific bank: Chase statement converter

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