Convert a Burke & Herbert Bank statement to QuickBooks. Upload the PDF and get a .QBO file for QuickBooks Online or Desktop, balanced to the statement.
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If your Burke & Herbert Bank feed stopped updating in QuickBooks, the merger is the likely reason. Burke & Herbert Financial Services completed its merger of equals with Summit Financial Group on May 3, 2024, and Summit Community Bank moved onto Burke & Herbert Bank systems over the weekend of November 8 to 11, 2024. That conversion retired the old Summit connection profile, so any QuickBooks link former Summit customers in West Virginia and Virginia had set up went dead and has to be rebuilt under Burke & Herbert Bank. Rather than wait out the reconnect, upload a Burke & Herbert Bank PDF statement to the converter at the top of this page and get the transactions back in a format QuickBooks accepts.
The converter turns a Burke & Herbert Bank PDF statement into a .qbo Web Connect file that imports into QuickBooks Online or QuickBooks Desktop, plus matching Excel and CSV copies. Every transaction keeps its date, description, and amount, and the running total is checked against the statement before you export. Here is how Burke & Herbert accounts connect to QuickBooks, why the link breaks after a conversion, and when converting the PDF is the faster route.
Built for the statements US banks actually send, checked before it exports.
The converter adds up the transactions it parsed and matches that to the statement total before you export, so nothing is silently dropped.
Valid OFX 1.02 with QuickBooks Web Connect headers. Online and Desktop import it as a standard bank feed.
OCR runs before parsing, so a scanned or photographed paper statement comes out the same as a digital PDF.
Bulk upload for catch-up and cleanup work. Each file gets its own reconciliation check and its own exports.
Enter the password on upload. Multi-column and multi-page statement layouts are parsed too.
One conversion, three files: the .qbo for QuickBooks, an XLSX to review, and a CSV for everything else.
Three steps. No column-mapping wizard.
Drag in a PDF, a scan, or a phone photo. Password-protected and multi-page files are fine.
Every transaction is extracted and checked against the statement total. You see the parsed rows before exporting.
Download the .qbo and import it as a Web Connect bank feed. Excel and CSV are in the same download.
The specifics that decide whether the import is clean. If your case is not here, email [email protected].
Yes. Burke & Herbert Bank accounts work with QuickBooks. The bank can produce a downloadable Web Connect (.qbo) file from online banking, and many accounts can be linked through QuickBooks Online's aggregated bank feed. The catch is the November 2024 systems conversion: former Summit Community Bank accounts now live on Burke & Herbert's platform, so a link built before the cutover no longer matches and has to be set up again under the Burke & Herbert Bank entry. Converting the PDF statement gives you clean data whether or not the live feed is reconnected yet.
Burke & Herbert Bank usually stops connecting because of the Summit conversion. When Summit Community Bank moved onto Burke & Herbert systems in November 2024, the old online banking profile and its QuickBooks connection were retired, so the feed points at a login that no longer exists and returns an error or imports nothing. The bank published its own digital conversion guide telling customers to set up access again on the Burke & Herbert platform. Until you deactivate the dead connection and relink under the current entry, the feed stays broken. Converting the PDF statement with the tool above is the fastest way to get current transactions into QuickBooks in the meantime.
Deactivate the old connection first, then add it back. In QuickBooks Online, go to Transactions, Bank transactions, edit the account, and disconnect it, then use Link account and search for Burke & Herbert Bank rather than the retired Summit Community Bank entry. In QuickBooks Desktop, deactivate the account in the bank feeds setup, then reactivate it under the current Burke & Herbert listing. Any transactions that did not download during the cutover can be filled in by converting the PDF statement for those weeks, so nothing is missing from the register.
Log in to Burke & Herbert Bank online banking, open the account, and use the export or download option, choosing the QuickBooks Web Connect (.qbo) format and a date range. Import the file in QuickBooks through Upload from file in QuickBooks Online, or File, Utilities, Import, Web Connect Files in Desktop. The live download usually reaches back only about 90 days, and right after a conversion the export option can be missing or hand back the wrong format. When that happens, save the PDF statement for the period you need and convert it instead.
Sign in to Burke & Herbert Bank online banking, open the account, and go to the statements or documents section to view your eStatements. Choose the month you need and save it as a PDF with the download or print option. Business customers find statements inside the commercial or treasury portal, sometimes under a separate reporting tab. Former Summit accounts may keep older pre-conversion statements in an archive section. Whatever the source, the PDF you download converts the same way.
Convert the Burke & Herbert PDF to a .qbo file with the converter above, then import that file. In QuickBooks Online, go to Transactions, Bank transactions, then Upload from file, and choose the .qbo. In QuickBooks Desktop, go to File, Utilities, Import, Web Connect Files. QuickBooks asks which account the transactions belong to, then drops them into the banking review queue for matching and categorizing, exactly as a working feed would, without waiting for the post-merger connection to be rebuilt.
Burke & Herbert Bank statements convert cleanly whether they come from a personal checking account or a commercial relationship, and that includes former Summit Community Bank statements issued before the conversion. They list transactions in date order with a description and amount, separating deposits and credits from checks, withdrawals, and fees, with a daily or ending balance summary. The converter strips out the summary boxes, fee tables, and marketing inserts, so only real transactions reach your .qbo file, and it reads scanned or photographed statements through OCR the same way it reads a digital PDF.
Use the live feed for going-forward activity once the connection is rebuilt under Burke & Herbert Bank, since it keeps QuickBooks current with little effort. Convert the PDF statement when the feed is still broken from the conversion, when the download hands back the wrong format, or when you need history the feed misses: months before the cutover when the account was still on Summit, opening balances for a new QuickBooks file, a catch-up period, or a closed account.
Accuracy is the part that matters most, because a converter that quietly drops or misreads a transaction costs far more time than it saves. The error usually surfaces during reconciliation, sometimes weeks later, while you chase a few dollars across a long register. This converter totals the transactions it parsed and checks that figure against the statement total before it lets you export, so the .qbo you import reflects every line Burke & Herbert printed. You review the parsed rows in the preview first, then export once the numbers tie out.
Upload a PDF, see every transaction extracted in seconds. No card to try it.
Still comparing tools? See our bank statement to QuickBooks converter comparison.
Start by uploading a Burke & Herbert Bank statement in the converter above. You can also see how the underlying PDF to QBO converter works, follow the full steps to import bank statements into QuickBooks Online, handle Desktop with our QuickBooks Desktop conversion guide, or learn what a QBO file is. You can convert any bank's statement from the bank statement to QuickBooks converter home page.
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