Truist PDF Bank Statement to QuickBooks: Convert to QBO and IIF

Convert a Truist PDF bank statement into a QuickBooks-ready QBO file. Upload the statement you downloaded from Truist, let PDFQBO read every transaction, and import a clean QBO into QuickBooks Online or an IIF file into QuickBooks Desktop.

Quick answer

The Truist bank feed in QuickBooks carries only recent activity, and after the BB&T and SunTrust merger many accounts changed numbers, so historical transactions live in the statements. Download the PDF from Truist, convert it to a QBO file with PDFQBO, and import it under Banking in QuickBooks Online.

No software to install QBO and IIF output Batch upload

Last updated July 2026

Convert your Truist statement

Upload a Truist PDF statement and get a QBO file for QuickBooks.

No credit card required to try your first statement.

QBO + IIF

QuickBooks Online and Desktop

Browser based

Nothing to download

Batch ready

Many statements at once

Auto delete

Files removed after conversion

How to convert a Truist PDF statement to QBO

Four steps take you from a Truist PDF statement to transactions sitting inside QuickBooks. No retyping, no copy and paste.

Upload the Truist PDF

Drag the Truist statement you downloaded into the converter above, or select several months at once for a batch. Statements from the Truist portal and scanned copies both work.

Read every transaction

PDFQBO finds the date, description, and amount on each line and keeps deposits and withdrawals on the right side. Running balances, headers, and inserts are ignored so only real transactions remain.

Review and confirm

Check the extracted transactions in a simple table before you export. Edit anything that needs a tweak so the numbers tie out to the Truist statement total before the file leaves the page.

Download and import

Export a QBO file for QuickBooks Online or an IIF file for QuickBooks Desktop. Import it through the Banking screen and your Truist transactions are ready to categorize and reconcile.

How to download your Truist statement as a PDF

Truist statements download as PDFs from Truist online banking and the mobile app, and accounts carried over from BB&T or SunTrust keep their older statements on file too. You need that PDF before you convert it, so grab the months you want first. The menu is usually called Statements & Documents.

1
Sign in at truist.com and open the checking, savings, or credit card account you need.
2
Select Statements & Documents from the account menu.
3
Choose the statement period; it opens as a PDF you can save.
4
Repeat for each month, or use the Truist mobile app and tap to download the PDF.

Once the PDF is on your computer, upload it to the converter at the top of this page to turn it into a QBO file.

A Truist to QuickBooks converter built for clean books

Manual entry of a Truist statement is slow and easy to get wrong. PDFQBO produces an import file that matches the statement, so reconciliation goes faster.

Reads the Truist layout

PDFQBO recognizes the transaction table on a Truist statement, captures the posting date, full description, and signed amount, and keeps debits and credits on the correct side. Because it reads the text rather than guessing, you avoid the transposed digits and misread amounts that creep in with manual entry.

Every Truist account type

Truist One Checking, Truist Simple Business Checking, Truist Dynamic Business Checking, Truist savings, and Truist credit cards such as Enjoy Cash and Future all produce PDF statements PDFQBO can read, as do legacy BB&T and SunTrust statements. Checking, savings, and credit card statements all follow the same upload, so you can keep every Truist account in QuickBooks the same way.

QBO and IIF output

Export a standards based QBO (Web Connect) file for QuickBooks Online or an IIF file for QuickBooks Desktop Pro, Premier, and Enterprise. Dates, amounts, and decimal formatting follow what QuickBooks expects, so the import goes through without the formatting errors that block CSV uploads.

Catch up months in one batch

Behind on the books? Upload a year of monthly Truist statements together and convert them in one pass. Each statement is tracked on its own so you can see exactly which files converted cleanly and which need a quick look.

Scanned statements welcome

If your only copy is a scan or a photo of a paper Truist statement, PDFQBO uses optical character recognition to read the printed text. Clear scans convert reliably, so old archive statements are not stuck as flat images you would otherwise have to type out.

Private by default

Truist statements carry sensitive account data. Uploads and downloads run over encrypted connections, files are processed on secure servers, and they are deleted automatically once your QBO file is ready. Your statement data is never sold or used to train anything.

Why convert a Truist statement instead of using the bank feed

The Truist bank feed only reaches so far

Truist connects to the QuickBooks Online bank feed, but the live link usually backfills only about 90 days. The merger that created Truist from BB&T and SunTrust reissued many account and routing numbers, which is exactly the kind of change that breaks a feed and leaves a gap. Older Truist transactions, plus anything still branded BB&T or SunTrust, live only in the PDF statement. Converting the statement to a QBO file brings every line into QuickBooks with the dates and amounts already formatted, so reconciliation ties out to the statement total.

What about uploading the PDF straight to QuickBooks?

QuickBooks Online added a built-in upload that uses AI to read a PDF or image statement, which is handy for a quick one-off. It has real limits, though: each file is capped at 1,000 transactions and 350 KB, it is QuickBooks Online only so it does nothing for Desktop, and you cannot review the parsed transactions before they post. Converting the Truist statement to a QBO file first removes those caps, lets you check the data against the statement total, handles batches and scans, and works on both Online and Desktop.

QBO versus CSV import

QuickBooks Online can also take a three column CSV, but CSV imports are fragile. You have to map columns by hand every time, fix date formats, and split a single amount column into debit and credit. A QBO file carries that structure already, so the import is faster and far less likely to fail. For a clean one shot import of a Truist statement, the QBO route is the smoother one.

Who converts Truist statements to QuickBooks

Anyone who keeps books in QuickBooks but only has the Truist statement as a PDF.

Bookkeepers catching up the books

When a client moves their books to a new Truist account after the merger, you often need to backfill a year or more from the old BB&T or SunTrust statements. Upload the whole stack at once and PDFQBO converts each statement to its own QBO file, so the full history imports in one sitting instead of being keyed in by hand.

Accountants and CPA firms

Firms juggle many client files and many banks. A Truist to QBO converter gives one consistent way to get a client's Truist statement into their books, including closed accounts and older periods the live feed will not reach.

Small business owners

If your Truist connection drops or only pulls recent history, you can still get every transaction into QuickBooks by converting the PDF statement yourself. It keeps your books current without waiting on support.

Historical and year-end imports

When you need older Truist transactions for a year end, an audit, or a loan application, converting the archived PDF statements to QBO is the reliable way to backfill the gap in QuickBooks.

Truist to QuickBooks: frequently asked questions

How do I import a Truist statement into QuickBooks?

Download the statement as a PDF from Truist online banking, convert it to a QBO file with PDFQBO, then in QuickBooks Online open Bank transactions, choose Upload from file, and select the QBO file. The transactions land in the For Review tab ready to categorize.

Does Truist connect to QuickBooks?

Yes, Truist offers a QuickBooks Online bank feed, but it typically carries only about 90 days of history and the BB&T and SunTrust merger broke many existing connections. For older periods or a feed that dropped after the merger, convert the Truist PDF statement to a QBO file and import that instead.

Can I convert old BB&T or SunTrust statements to QuickBooks?

Yes. Statements branded BB&T or SunTrust download as PDFs the same way, and PDFQBO reads them just like current Truist statements. That makes it the simplest way to backfill history from accounts that changed during the merger.

How do I convert a Truist PDF statement to QBO?

Upload the Truist PDF to the converter at the top of this page. PDFQBO reads each transaction, lets you review the results against the statement total, and exports a QBO file you download and import into QuickBooks. The whole process takes about a minute per statement.

Can I convert a Truist credit card statement to QuickBooks?

Yes. Truist credit card statements such as Enjoy Cash and Future download as PDFs, and PDFQBO reads the posted transactions and exports a QBO file so card activity imports the same way as a checking statement.

Is it safe to upload my Truist statement?

Uploads and downloads run over encrypted connections, files are processed on secure servers, and they are deleted automatically once your QBO file is ready. Your Truist statement data is never sold or used to train anything.

Convert your Truist statement now

Upload a Truist PDF, get a QuickBooks ready QBO file, and skip the manual data entry. Your first conversion is on us.

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