StatementCheap

Convert Bank of America statements to Excel, CSV and QuickBooks

Upload a Bank of America PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

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Updated · By the StatementCheap team

How to download your Bank of America statement as a PDF

In Online Banking, hover over "Accounts" and select "Statements & Documents", then use the drop-downs to choose the account and year. In the mobile app, open the "Menu", go to "Statements and Documents", and pick the account and year the same way. Statements download as PDFs.

Can Bank of America export Excel or CSV directly?

Bank of America's credit card help says Online Banking lets you request up to 12 months of detailed transaction information and download transactions for use with financial management software. For business credit cards, its tax FAQ describes clicking the "Download" link on the "Activity" tab, filling in a custom date range, choosing a file type and clicking "Download transactions". Small business accounts can also use Web Connect, which downloads a chosen transaction period that you then import into QuickBooks Desktop. To download account information for QuickBooks, Bank of America says you need QuickBooks Online or QuickBooks Desktop 2018 or later. For older periods, or when someone asks for the statement itself, use the PDF.

What a Bank of America statement looks like

Bank of America's sample checking statement opens with an "Account summary" that runs from "Beginning balance on" the start date through "Deposits and other additions", "Withdrawals and other subtractions", "Checks" and "Service fees" to "Ending balance on" the end date. The period prints as a range, such as "for July 31, 2019 to October 24, 2019". Its statement guide notes that the ending balance already reflects the subtraction of service fees. Each statement lists canceled checks by check number, amount and date posted, and electronic statements add an image of the front of each check. Accounts with identical ownership can share one combined statement, where CDs may appear as a summary.

Tips for converting Bank of America statements

Bank of America keeps copies of your statements for up to 7 years, but its help pages differ on how many you can open straight away. If a month isn't listed, request it: online copies are free and take a day or two, so start early if you need a long history. Personal, business and credit card statements all work with the converter.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Can I get Bank of America statements older than what's shown online?
Yes, up to 7 years back. In Online Banking, go to "Statements & Documents" under the Accounts tab and select "Request statements". Bank of America says the online copy is free, is ready 24 to 36 hours after you ask, and stays available for 7 days. You can also order a paper copy, which is mailed 7 to 10 business days later.
Does Bank of America charge for statement copies?
Bank of America's Personal Schedule of Fees, effective August 7, 2026, lists "Statement Copy" as no fee. Copies are available on request through a financial center or the contact center, and you can view and print statement copies in Online Banking. Its FAQ also says copies requested online are delivered free of charge.
How many years of Bank of America credit card statements can I see online?
Bank of America's credit card FAQ says Online Banking lets you view and print up to 3 years of credit card statements and request up to 12 months of detailed transaction information. So for a card, the statements are the longer record. Save the ones you need while they are still in that 3-year window.
Can I convert Bank of America statements to Excel?
Yes. Upload the PDF statement from Bank of America and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Bank of America credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.