Convert a TD Bank statement to QuickBooks. Upload the PDF and get a .QBO file that imports into QuickBooks Online or Desktop, balanced to the original.
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Getting TD Bank transactions into QuickBooks has gotten harder, not easier. TD suspended its automated Direct Connect to QuickBooks during a security upgrade, and the connection has been unreliable for a long stretch since. When the live feed will not link or keeps erroring out, your bookkeeping does not have to stall. Upload a TD Bank PDF statement to the converter at the top of this page and you get the transactions back in a format QuickBooks accepts.
The converter turns a TD 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 when to convert, when to use the bank feed, and how to handle each with TD Bank.
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].
Partly. TD Bank can connect to QuickBooks Online through bank feeds, but the link has been unstable: TD temporarily suspended automated Direct Connect to QuickBooks during a security upgrade, and many users still hit connection errors. Even when the feed works, a new connection usually imports only about the last 90 days. For older periods, closed accounts, or any time the feed is down, you download the TD Bank PDF statement and convert it to a .qbo file, which always imports regardless of the feed's status.
Sign in to TD online banking (EasyWeb or the US TD Bank site), open the account, and go to the Statements and Documents section. TD keeps up to seven years of monthly statements there as PDFs. Select the months you need and download each one. TD also offers a transaction download, but that export covers a much shorter recent window, often around 18 months or less, which is why the PDF statement is what you use for anything older.
TD Bank feeds break for a few specific reasons. TD suspended automated Direct Connect to QuickBooks during a security upgrade, so that path has been unavailable or intermittent. On top of that, expired online banking credentials, a multi-factor prompt QuickBooks cannot pass, or connection errors like OL-301 stop the sync. While the feed is down, download the TD PDF statement for the affected period, convert it to a .qbo file here, and import that so the account stays current until the connection is restored.
When TD's direct download is working, you can pull recent activity straight into QuickBooks, but it only reaches the short window TD makes available for export. For everything beyond that, the reliable route is the statement: download the TD Bank PDF, convert it to a .qbo file with the converter above, and import that file into QuickBooks. This gives you the same dated, described, and totaled transactions the feed would, without depending on a connection that TD has repeatedly taken offline.
Convert the TD Bank 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 downloaded bank feed would.
TD Bank statements convert cleanly because the layout is consistent. Personal and business checking statements list transactions in date order with a description and amount, separating deposits and credits from checks, withdrawals, and fees, with a daily balance summary. Business accounts add service-charge and analysis sections. 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 TD statements through OCR the same way it reads a digital PDF.
TD Bank keeps up to seven years of monthly statements as PDFs in online banking, far beyond the roughly 90-day window a fresh bank feed imports and the limited 18-month export window. That gap is exactly why converting matters. You can pull a TD statement from two or three years back, convert it to QBO, and bring those transactions into QuickBooks even though the live feed would never reach them. For records older than the online window, request archived statements from TD and convert those PDFs the same way.
Use the TD bank feed for going-forward activity when it is actually connecting, because it keeps QuickBooks current with little effort. Convert the PDF statement when the feed is suspended or erroring, or when you need history it misses: opening balances for a new QuickBooks file, a catch-up period before the connection existed, a closed TD account, or any month the feed dropped. Given how often TD's connection has been offline, most real TD cleanups lean on converted statements more than the feed.
Accuracy is the part that matters most, because a converter that quietly drops or misreads a TD 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 TD printed. You review the parsed rows in the preview first, then export once the numbers tie out.
Upload a PDF, get a QuickBooks-ready .qbo back in seconds. No card to try it.
Still comparing tools? See our bank statement to QuickBooks converter comparison.
Start by uploading a TD 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, learn what a QBO file is, or convert any bank statement to QuickBooks from the home page.
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 |
