Skip manual transaction entry. Upload a PDF bank statement, let AI extract every transaction, and get a CSV formatted for QuickBooks Online's bank import — ready to categorize and reconcile.
Convert your statement freeNo account required for a test conversion · Results in seconds
QuickBooks Online only connects directly to a limited set of banks. For everything else — smaller banks, credit unions, statements a client emailed you — someone ends up retyping transactions by hand. This replaces that.
PDF from any bank — scanned or digital. LedgerLift reads the layout with AI, so there's no template to select or bank to look up first.
Date, description, and amount are pulled from every page and split into money-in / money-out columns the way QuickBooks expects.
Download a CSV formatted for QuickBooks Online's bank feed "Upload from file" flow, or Excel for review first.
In QBO: Banking → Link Account → Upload transactions manually. Map the columns once (QuickBooks remembers the mapping) and the transactions land in your bank feed for categorization and matching.
A full statement is extracted in seconds, not the hour it takes to retype line by line.
Files are processed immediately and never stored long-term.
Batch multiple client statements and route each to the right QuickBooks company.
Yes — under Banking, "Link account" offers an "Upload from file" option that accepts CSV. LedgerLift's export maps directly to the Date / Description / Amount columns that flow expects.
That's exactly the gap this fills. LedgerLift reads the PDF statement itself with AI rather than relying on a bank connection, so it works for any bank, credit union, or account QuickBooks can't connect to directly.
Yes. Accounting firms on the Accountant plan can connect each client's own QuickBooks Online company and route conversions to the right one automatically.
Yes. LedgerLift uses Claude's vision OCR to read scanned and photographed PDFs, not just digital ones.
Upload your statement now — no account required for a test conversion.
Convert free now