Convert Truist statements to Excel, CSV & QBO
Upload your Truist PDF bank statement and download a clean, reconciled Excel, CSV or QBO file in seconds — ready to open in Excel or import into QuickBooks, Xero or Sage.
Drop your PDF or photo here
Bank statements, invoices, receipts — or click to browse. Batch upload supported.
PDF or image · any US bank or provider · digital & scanned · password-protected files
Don't have a file handy?
How to convert Truist statements
Download your Truist PDF
Log in to Truist online banking and download your statement as a PDF.
Upload and extract
Drop the PDF above. Our AI reads every transaction and verifies the balance reconciles.
Download Excel, CSV or QBO
Open the Excel file, or import the CSV or QBO file into QuickBooks, Xero or your accounting software.
Why use StatementConverts for Truist?
Purpose-built for bookkeepers and accountants — not a generic file converter.
Tuned for Truist statements
Our AI is guided by the column structure and formatting used in Truist PDF statements — both personal and business accounts.
Reconciliation check every time
Every conversion verifies that extracted transactions sum to your opening and closing balance. Discrepancies are flagged immediately.
Editable before download
Review extracted transactions in the browser, edit dates or amounts, add missing rows, and delete duplicates — all before downloading.
Scanned statements supported
Photographed or scanned Truist statements are processed with advanced AI OCR — not just digital PDFs.
Your PDF is never stored
Your Truist statement is processed in server memory and discarded. If you sign in, the extracted transactions are saved encrypted to your account, and you can delete them anytime.
Excel, QuickBooks & Xero ready
Download a real Excel file, a CSV, or a QBO/OFX file that imports directly into QuickBooks Online, QuickBooks Desktop, and Xero.
Frequently asked questions
How do I convert a Truist PDF statement to Excel, CSV or QBO?
Download your statement as a PDF from Truist online banking, drop it into the converter above, and download the Excel, CSV or QBO file. The whole process takes under a minute and every conversion is reconciled against your opening and closing balance.
Does this work with Truist business statements?
Yes. Both personal and business Truist PDF statements are supported — digital downloads and scanned copies.
Will my Truist data be stored?
Your original PDF is never stored — it's processed in memory and discarded. When you're signed in, the extracted data is saved to your account encrypted, and you can delete it anytime.
How much does Truist statement conversion cost?
Try your first document free with no account, to check the quality. After that, choose a plan — pay-as-you-go credit packs from $9 (just 9¢ a page, never expire) or a subscription for regular use. 7-day money-back guarantee.
What formats can I download?
Excel (.xlsx) with real dates and numbers, CSV (for any spreadsheet or manual QuickBooks import) and QBO/OFX (for direct import into QuickBooks Desktop, QuickBooks Online, and Xero).
Does it work with scanned Truist statements?
Yes. Scanned or photographed Truist statements are processed with AI-powered OCR — not just digital PDFs.
Convert your Truist statement now
First statement free — then from just 9¢ a page with credits that never expire, or 500 pages/month for $29. 7-day money-back guarantee.