Convert a Truist bank statement to QuickBooks. Upload the PDF and get a .QBO file that imports into QuickBooks Online or Desktop, balanced to the original.
Upload your bank statement
Drop file here or click to upload
PDF, JPG, PNG, BMP, HEIC, TIFF · Max 50MB
Uploading...
Truist banking and QuickBooks have a rocky history. Truist was built from the BB&T and SunTrust merger, and the systems conversion forced thousands of accountants to re-link accounts, re-enroll in Direct Connect, and untangle duplicate transactions in QuickBooks. The bank feed still drops out for stretches at a time. When the connection will not link or stops loading transactions, you do not have to wait on it. Upload a Truist 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 Truist 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 Truist.
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, but the connection is not always reliable. Truist can link to QuickBooks Online through bank feeds and to QuickBooks Desktop through Direct Connect, yet many users hit periods where transactions stop loading or the account will not connect at all. A new connection also imports only the recent window, usually about the last 90 days. For anything older, a closed account, or any time the feed breaks, you download the Truist PDF statement and convert it to a .qbo file, which imports no matter what the live connection is doing.
In QuickBooks Online, go to Transactions, Bank transactions, then Link account, search for Truist, and enter your online banking credentials. For QuickBooks Desktop Direct Connect, you first enroll your Truist accounts for Direct Connect in Truist online banking, then set up the bank feed in Desktop. Truist required Direct Connect re-enrollment after the SunTrust conversion, so if an old SunTrust link stopped working, re-enrolling the account is usually the fix before the feed will sync again.
Truist feeds break for a handful of reasons. Leftover SunTrust connections that were never re-enrolled for Truist Direct Connect simply stop pulling data. Beyond that, expired credentials, a security prompt QuickBooks cannot answer, or a bank-side outage halts the sync, and Truist has had several stretches where transactions would not load for many users at once. While the feed is down, download the Truist PDF statement for the affected period, convert it to a .qbo file here, and import that so the account stays current until the connection comes back.
When SunTrust became Truist, the old SunTrust bank feed was retired and accounts had to be reconnected under Truist. Many QuickBooks users saw the SunTrust connection stop downloading, duplicate transactions appear during the switch, or the account fail to find a match under the new name. If you are cleaning up that period, the simplest fix for the gap is to pull the SunTrust and early Truist PDF statements, convert each to a .qbo file, and import them so the register is complete across the name change.
Sign in to Truist online banking, open the account, and go to the Statements and Documents section. Select the months you need and download each one as a PDF. Truist keeps your monthly statements there for several years, far longer than the roughly 90-day window a fresh bank feed imports. If you need a period older than what shows online, Truist can provide archived statements on request, and those PDFs convert the same way.
Convert the Truist 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.
Truist 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 other credits from checks, withdrawals, and fees, with a daily balance summary. Business accounts add analysis and service-charge sections. The converter strips out the summary boxes, fee tables, and inserts, so only real transactions reach your .qbo file, and it reads scanned or photographed Truist statements through OCR the same way it reads a digital PDF.
Use the Truist 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 down or stuck, or when you need history it misses: opening balances for a new QuickBooks file, the catch-up period spanning the SunTrust to Truist switch, a closed account, or any month the feed dropped. Given how often the Truist connection has gone offline, most real Truist cleanups lean on converted statements as much as the feed.
Accuracy is the part that matters most, because a converter that quietly drops or misreads a Truist 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 Truist 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 Truist 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 |
