Convert a Heritage Bank (Washington) PDF statement to QuickBooks. Upload the PDF for a clean .QBO file and pick the right Heritage Bank, not a namesake.
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Heritage Bank is the Olympia, Washington commercial bank founded in 1927, held by Heritage Financial Corporation (Nasdaq: HFWA), with about $8.5 billion in assets after its 2026 Kitsap Bank deal and branches across Washington, Oregon, and Idaho. This is the Pacific Northwest Heritage Bank at heritagebanknw.com, not the half-dozen unrelated banks that share the Heritage name in other states. If you run your books in QuickBooks and bank here, upload a Heritage Bank PDF statement at the top of this page to get a clean .QBO file.
The converter turns a Heritage 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 parsed total is checked against the statement total before you export. This page covers which Heritage Bank to pick in QuickBooks, the 2025 connection change, and how to import the file.
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].
Pick the Washington Heritage Bank, listed by Intuit as Heritage Direct NW DC, at heritagebanknw.com. Several unrelated banks use the Heritage name: Heritage Bank of Commerce in San Jose, California (Nasdaq: HTBK), Heritage Bank in Wood River, Nebraska (bankonheritage.com), Heritage Bank Nevada, and the former Heritage Southeast Bank in Georgia that was absorbed by The First Bancshares in 2023. Each has its own Quicken and QuickBooks setup pages, so it is easy to follow the wrong guide. Make sure QuickBooks is pointed at the Washington Heritage Bank before you connect or import.
Yes. The Washington Heritage Bank officially supports Direct Connect and Web Connect for QuickBooks and Quicken, and it publishes Intuit conversion guides for QuickBooks Windows, QuickBooks Mac, and Quicken Windows. Direct Connect setup is routed through Treasury Management for business customers, so it sits behind a business login rather than a basic retail sign-in. When that business connection will not authenticate or a feed breaks, converting the PDF statement to a .qbo file is the reliable path that skips the login entirely.
The most common recent cause is the 2025 digital banking change. Heritage Bank moved customers to a new platform and instructed them to convert their Quicken and QuickBooks connections and deactivate the old connection before October 7, 2025, or risk duplicate accounts and transactions in their register. Business accounts add another wrinkle, since Direct Connect runs through Treasury Management with a company-style login that QuickBooks cannot always authenticate. Rather than untangle duplicates, download the statement as a PDF and convert it: the file holds every transaction the bank printed, with no deactivate-and-relink step.
It can if you came from Kitsap Bank. Heritage Financial completed its acquisition of Olympic Bancorp, the parent of Kitsap Bank, around the end of January 2026, lifting Heritage to roughly $8.5 billion in assets. Kitsap branches continue under the Kitsap Bank name for now, but as acquired accounts move onto the Heritage platform, the old bank feed is retired and you reconnect under Heritage Bank. While that settles, the dependable way to keep your books current is to download the PDF statement and convert it to a .qbo file rather than wait for the feed to reappear.
Sign in to Heritage Bank online banking at heritagebanknw.com, or to Heritage Direct for business accounts, open the account, and go to the statements or documents area. Choose the account and the month you want and save it as a PDF. Treasury and business customers download from the same documents section after signing in with their business credentials. The converter reads any of these PDFs the same way, so a recent statement and an older one both produce a clean .qbo file.
Convert the Heritage Bank PDF to a .qbo file with the converter above, then import that file. In QuickBooks Online, go to Transactions, then Bank transactions, then Upload from file, and select the .qbo. In QuickBooks Desktop, use File, Utilities, Import, Web Connect Files. QuickBooks asks which account the transactions belong to and then routes them into the banking review queue for matching and categorizing, the same way a live feed would, so the workflow is identical even while a Direct Connect link is down.
Heritage Bank statements list transactions in date order with a description and an amount, separating deposits and credits from checks, withdrawals, and analysis service charges, with a beginning and ending balance for the period. Business and treasury statements tend to run longer and carry more fee detail, but the layout is consistent. The converter ignores the summary boxes, daily balance tables, fee schedules, and inserts, so only real transactions reach your .qbo file. It also reads scanned or photographed statements through OCR the same way it reads a digital PDF, so an older printed statement still produces a clean file.
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 Heritage Bank 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 Heritage Bank statement in the converter above. You can see how the underlying PDF to QBO converter works, follow the steps to import bank statements into QuickBooks Online, read about the QBO file format, or convert any bank's statement from the bank statement to QuickBooks converter home page. If you would rather work in a spreadsheet, you can also convert a bank statement to Excel.
Same converter, tuned for the layout each bank uses. Find yours:
For one bookkeeper running monthly close.
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| Base AI Faster | 2,500 pages |
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For an accounting firm or finance team with steady volume. Adds QuickBooks .qbo export and bulk conversion.
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| Base AI Faster | 10,000 pages |
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For lenders, audit firms and analysts running thousands of statements a month.
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