Convert Chase Statement to QBO
Upload your JPMorgan Chase PDF statement and get a clean QBO file in seconds. Our dedicated parser extracts transactions from Chase statements with high accuracy. No signup required.
Drop your bank statement here
PDF, up to 50 pages
Why convert to QBO?
One-click import into QuickBooks Desktop and QuickBooks Online
Transactions appear directly in your bank feed for reconciliation
No manual column mapping or data transformation needed
Preserves transaction dates and descriptions for matching rules
Saves hours of manual data entry for bookkeepers and accountants
About Chase statements
QBO (QuickBooks Online) is the native import format for Intuit QuickBooks, both Desktop and Online versions. It uses a simplified financial exchange structure that QuickBooks reads directly, enabling one-click bank feed imports without manual data entry or column mapping. Chase PDF statements use a consistent table layout with Date, Description, Amount, and Balance columns. Checking and savings statements are organized chronologically, while credit card statements group transactions by billing cycle with separate sections for payments and purchases.
How Chase statements map to QBO
- Printed date format
- MM/DD (year omitted in transaction rows; pulled from statement period header)
- Typical description prefixes
- RECURRING CARD PURCHASE, CARD PURCHASE, ONLINE TRANSFER FROM, ONLINE TRANSFER TO
- Account currency
- USD
The QBO file is the OFX body plus an Intuit INTU.BID header, with CURDEF set to USD. Because the account is in USD the file header declares USASCII / 1252, the legacy encoding US accounting software expects. The OFX <NAME> field is cut to 32 characters. The longest Chase description prefix ("RECURRING CARD PURCHASE") takes 23 of them, leaving 9 for the merchant or counterparty.
Chase statement details the parser handles
- Statement period uses long form 'Month D, YYYY through Month D, YYYY' with the word 'through', not a dash
- Account numbers appear masked as '****1234' — only the last 4 digits are reliably extractable
How to convert your Chase statement to QBO
- 01
Download your statement from Chase
Log in to chase.com, click on your account, then navigate to 'Statements & Documents' in the left sidebar. Select the statement period you need and click the download icon to save the PDF.
- 02
Upload the PDF above
Drag and drop the PDF into the upload area on this page, or click to browse. The parser detects Chase automatically.
- 03
Preview your transactions
Review the extracted transactions in the preview table. Verify dates, descriptions, and amounts are correct before downloading.
- 04
Download your QBO file
Click the QBO download button to get your converted file. Import it into QuickBooks Desktop or QuickBooks Online or share it with your accountant.
Frequently asked questions about Chase to QBO conversion
How do I download my Chase statement as a PDF?
Log in to chase.com, click on your account, then navigate to 'Statements & Documents' in the left sidebar. Select the statement period you need and click the download icon to save the PDF.
What data is extracted from Chase statements into QBO?
The QBO file contains transaction records formatted specifically for QuickBooks import. Each transaction includes the date, payee description, and amount. When imported, transactions appear in your QuickBooks bank feed ready for review and categorization.
Can I convert Chase credit card statements to QBO?
Yes. ConvertStatement supports both Chase checking account statements and Chase credit card statements, including Sapphire, Freedom, and Ink business cards. The parser detects the statement type automatically and extracts all transactions.
Is my Chase statement data safe during QBO conversion?
Yes. Your Chase PDF is processed in memory and discarded after the QBO file is built; it is never stored, logged or shared.
How much does it cost to convert a Chase statement to QBO?
Free for up to 10 pages a day with no signup. Paid plans start at $9/month for 300 pages and include QBO like every other format.
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