Complete guide for converting Bank of America (BofA) PDF statements to CSV format. Perfect for QuickBooks import, accounting software integration, and business expense tracking.
Bank of America statements convert exceptionally well to CSV format, making them perfect for QuickBooks imports and accounting software. Their consistent formatting and detailed transaction descriptions provide rich data for financial analysis.
CSV format imports directly into QuickBooks with proper field mapping
CSV files are lightweight and process quickly in any software
Works with Excel, Google Sheets, and all accounting software
Standard consumer checking with basic transaction details
Common use: Personal banking
Premium checking with enhanced transaction categorization
Common use: Personal/small business
Business checking with detailed merchant information
Common use: Business accounting
Credit card statements with merchant categories
Common use: Expense tracking
Access your Bank of America online banking to download your statement PDF.
Use eStatements instead of printed statement PDFs when possible. eStatements have better text encoding and produce more accurate CSV conversions.
Upload your BofA PDF to our converter that's specifically optimized for Bank of America formats.
Your CSV file is ready for immediate import into QuickBooks, Xero, or any accounting software.
Date,Description,Amount,Balance 01/20/2024,"Direct Deposit ACME CORP",3500.00,8543.21 01/19/2024,"Purchase AMAZON.COM SEATTLE WA",-52.99,5043.21 01/18/2024,"Online Banking Transfer to SAV",-500.00,5096.20 01/17/2024,"Debit Card Purchase STARBUCKS",-4.75,5596.20 01/16/2024,"ACH Debit UTILITY COMPANY",-125.00,5600.95
| BofA CSV Column | QuickBooks Field | Notes |
|---|---|---|
| Date | Date | Automatically formatted as MM/DD/YYYY |
| Description | Description | Merchant name and transaction details |
| Amount | Amount | Negative for debits, positive for credits |
| Running Balance | Balance | Account balance after transaction |
Cause: Some BofA PDFs combine multiple accounts in one statement.
Solution: Our converter automatically separates accounts by account number. You'll receive separate CSV sections for each account in the file.
Cause: Older BofA PDF formats may have limited detail.
Solution: Request newer eStatements from BofA online banking. Statements from 2019+ have much better detail and formatting.
Cause: Date format mismatch or special characters in descriptions.
Solution: Our CSV uses standard MM/DD/YYYY format. If still having issues, try importing a single month first to test the format.
Join thousands of Bank of America customers who streamline their bookkeeping with CSV conversion.
Convert BofA PDF to CSVFree conversion • QuickBooks ready • Instant download