American Express · QuickBooks

Convert a American Express statement PDF to QuickBooks (QBO)

Upload a American Express PDF statement and get QuickBooks (QBO) in seconds, verified to the penny against your statement balances. Free preview of every file.

Files deleted after 1 hourNever stored or used for trainingBalance check on every file
Processed in memory, never stored

1. Download the PDF from American Express

  1. Sign in at americanexpress.com.
  2. Go to Statements & Activity, then the Statements tab.
  3. Download the PDF for the billing period you need.

2. Upload and verify

Utilly reads every transaction, then checks that opening balance + transactions = closing balance. You'll see Balanced ✓ or exactly how far off it is, before you pay anything.

3. Import into QuickBooks

  1. Download the .QBO (Web Connect) file from your results page.
  2. QuickBooks Online: go to Transactions → Bank transactions → Link account → Upload from file, choose the .QBO file and pick the account.
  3. QuickBooks Desktop: File → Utilities → Import → Web Connect Files.

About American Express statements

Amex lets you download recent activity, but older billing periods and statements forwarded by clients are usually PDFs. Utilly turns charges and payments into signed transactions so card spending imports with the right direction.

Works with American Express credit card statements. Any text-based PDF works; if your file doesn't balance, email us and we'll fix it or refund you.

Why QuickBooks?

QuickBooks can't import a PDF. It needs QBO, OFX or CSV. A QBO file is the cleanest option because QuickBooks reads dates, amounts and payees without column mapping.

Pricing

Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.

FAQ

Questions

Can I convert a American Express statement PDF to QuickBooks (QBO) for free?

You can preview every statement free: we show the balance check and the first 5 transactions with no sign-up. Unlocking the full file costs one credit ($9 for 5 statements).

Can QuickBooks import a PDF bank statement directly?

No. QuickBooks Online and Desktop only accept QBO (Web Connect), OFX/QFX or CSV files, which is why you need to convert the PDF first.

Is my statement stored?

No. The PDF is read in memory and never written to disk, and extracted results are deleted after 1 hour. We never use your data for AI training.

Do scanned statements work?

Not yet. PDFs downloaded from online banking are text-based and work well. Scans and phone photos need OCR, which is on the roadmap.

What if it doesn't balance?

You'll see exactly how far off it is before paying. If a paid conversion is wrong and we can't fix it, email support@version1.io for a refund.

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