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BookkeepKit

Convert Chase Bank Statements to QBO, Excel or CSV

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

Drop a Chase PDF statement here

Chase 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 Chase statement

    The PDF from Chase 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 Chase statement is read

  • Transactions are grouped in sections: Deposits and Additions, Checks Paid, ATM & Debit Card Withdrawals, Electronic Withdrawals and Fees. Amounts are printed without a sign; the section says whether money came in or went out.
  • The Daily Ending Balance table at the end lists balances two per line. It is skipped, so balances are never mistaken for transactions.
  • ACH entries are long ("Orig CO Name:Stripe Orig ID:… CO Entry Descr:Transfer Sec:CCD…"). They are shortened to the company and purpose, "Stripe Transfer", and the full text is kept in the memo.
  • Card purchases repeat the purchase date and the last four digits of the card ("Card Purchase 11/19 Staples… Card 4821"). Only the merchant is kept as the description.
  • A PDF with several months of statements (for example from a records request) is split by statement period. Each month is read and balanced on its own, then combined.

Checked against real Chase business checking statements from 2019 to 2026: eleven statements, every one balanced to the cent. Every release is also tested with a statement that reproduces the Chase layout, so a change elsewhere in the converter can't silently break it.

Where to download Chase statements

  1. Sign in at chase.com and open the account.
  2. Choose Statements & documents.
  3. Pick the statement month and download the PDF. Chase keeps several years of statements online.

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

What Chase exports itself

Chase's activity download offers spreadsheet (CSV) files and, for many accounts, Quicken and QuickBooks files, but only for recent activity. For older months, the PDF statement is often the only copy.

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 Chase account and keep the same account number in every file you convert for it.

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

Frequently asked questions

Which Chase statements are supported?

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

Why not use Chase's own download?

Chase's activity download offers spreadsheet (CSV) files and, for many accounts, Quicken and QuickBooks files, but only for recent activity. For older months, the PDF statement is often the only copy.

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: Bank of America statement converter

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