Convert a PDF bank or credit card statement into the CSV that QuickBooks Solopreneur and Self-Employed import. No retyping, no 90-day bank feed limit.
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QuickBooks Solopreneur and QuickBooks Self-Employed import bank transactions from a CSV file, not a .qbo Web Connect file. Convert your PDF bank or credit card statement into that CSV with the converter at the top of this page, then upload it inside Transactions. Older transactions and closed-account history post in one pass, so you never retype a line for taxes.
Last updated July 2026.
If you run a one-person business, this is the honest workflow. For full QuickBooks Online or QuickBooks Desktop you would import a .qbo file, but Solopreneur and Self-Employed only read CSV. Our converter produces both formats from the same statement, so you pick the CSV here and keep the .qbo copy on hand for the day you upgrade.
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].
QuickBooks Solopreneur is Intuit's current product for solo and self-employed businesses, and it builds directly on QuickBooks Self-Employed. Intuit is migrating Self-Employed customers over to Solopreneur, and the move carries your data with it. Your customers, transactions, and connected bank accounts come across, so you are not starting from a blank ledger.
One practical change worth flagging: the QuickBooks Self-Employed mobile app was discontinued after March 24, 2024. Existing users can still reach the web version, but if you were used to snapping receipts in the app, that habit is gone. The good news is the import path did not change. Both products still let you connect a bank feed or manually import transactions from a CSV you build out of your bank statement, which is exactly what the converter above creates.
The connected bank feed is convenient, but it has a wall: it typically pulls only about 90 days of history. If you are cleaning up a prior year for Schedule C, chasing a deduction from last spring, or reconstructing books for a business you started before you signed up, the feed simply will not reach back that far.
A CSV built from a PDF statement has no such date limit. Your bank keeps statements going back years, and every one of them can become an import file. This is also how you load transactions from a checking or credit card account you have already closed, since a dead account has no live feed to connect. Download the PDFs, run each through the converter, and upload the CSVs.
QuickBooks Solopreneur and Self-Employed accept a small, plain CSV. There are two layouts it will read. The first uses a single signed amount column, where money out is negative and money in is positive:
| Date | Description | Amount |
|---|---|---|
| 01/14/2026 | Home Depot #4102 | -86.47 |
| 01/16/2026 | Client deposit ACH | 1200.00 |
| 01/18/2026 | Adobe subscription | -59.99 |
The second layout splits money into two columns, and it is handy when your statement already separates them:
| Date | Description | Credit | Debit |
|---|---|---|---|
| 01/16/2026 | Client deposit ACH | 1200.00 | |
| 01/14/2026 | Home Depot #4102 | 86.47 |
Keep the date in a format QuickBooks recognizes, such as MM/DD/YYYY, and use one row per transaction. The converter at the top of this page outputs this structure for you, so there is no template to build by hand and no columns to rename.
This trips up a lot of solo owners, because guides written for QuickBooks Online tell you to upload a .qbo file, and that file does nothing in Solopreneur. Here is the accurate breakdown:
| Product | Import file it accepts |
|---|---|
| QuickBooks Solopreneur | CSV |
| QuickBooks Self-Employed | CSV |
| QuickBooks Online | CSV, QBO (Web Connect), QFX, OFX |
| QuickBooks Desktop | QBO (Web Connect), QFX, OFX, QIF |
So for a one-person business on Solopreneur or Self-Employed, CSV is your file. If you later move up to QuickBooks Online, you switch to the .qbo file the same converter already gave you. There is a full walkthrough on our import a bank statement into QuickBooks Online page for that step.
Once you have the CSV from the converter, the upload takes a couple of minutes:
Solopreneur and Self-Employed are built around the Schedule C tax form, so after the import each transaction needs to be marked business or personal and given a category like Supplies, Advertising, or Contract labor. Because you imported a full statement rather than a 90-day slice, you can categorize an entire tax year in one sitting.
Most failed imports come down to formatting. If QuickBooks rejects the file, open the CSV and check for these: a date format it does not recognize (stick with MM/DD/YYYY), text or currency symbols inside the amount column, blank rows between transactions, or a header row that does not match the two layouts above. If amounts import with the signs flipped, you likely mixed a single Amount column with the split Credit and Debit layout. Re-export from the converter, which keeps the structure consistent, and the upload clears.
Yes. QuickBooks Self-Employed lets you import transactions from a CSV file under the Transactions menu, in addition to connecting a live bank feed. Convert your PDF bank statement to CSV first, since Self-Employed cannot read a PDF directly. This is the standard way to add older history the bank feed will not pull.
QuickBooks Solopreneur is Intuit's current product for solo businesses and builds on the older Self-Employed. Intuit is migrating Self-Employed customers to Solopreneur, carrying over their customers, transactions, and bank connections. Both center on Schedule C and both import transactions from a CSV, so the statement workflow is the same in either one.
No. QuickBooks Solopreneur and Self-Employed import transactions from CSV, not from .qbo Web Connect files. The .qbo format is for QuickBooks Online and QuickBooks Desktop. Use the CSV output from the converter above for Solopreneur, and keep the .qbo copy for a future upgrade to QuickBooks Online.
Download the older PDF statements from your bank, convert each one to CSV with the converter at the top of this page, then import them under Transactions. Because a CSV import has no 90-day limit, you can load transactions from prior years or closed accounts that the live bank feed can no longer reach.
Not directly, because Solopreneur does not read PDF files. Convert the PDF to CSV first using the converter on this page, then upload that CSV under Transactions. The tool reads statements from any US bank, checking, savings, or credit card, and checks the totals before export so no rows go missing.
Upload a PDF, get a QuickBooks-ready .qbo back in seconds. No card to try it.
Use the converter at the top of this page. Upload your PDF bank or credit card statement and it returns a CSV formatted for QuickBooks, plus matching Excel and .qbo copies. For more on the formats, see our QBO converter and PDF to QBO converter pages, or start from the homepage.
Same converter, tuned for the layout each bank uses. Find yours:
For one bookkeeper running monthly close.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
For an accounting firm or finance team with steady volume. Adds QuickBooks .qbo export and bulk conversion.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
For lenders, audit firms and analysts running thousands of statements a month.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
