Bank of America · All formats

Convert Bank of America statements to Excel, CSV, QuickBooks or Xero

Turn Bank of America PDF bank statements into CSV, Excel, QBO or Xero files, checked against your opening and closing balance. Free preview, no sign-up.

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

1. Download the PDF from Bank of America

  1. Sign in at bankofamerica.com.
  2. Select the account and open the Statements & Documents tab.
  3. Choose the statement period and download the PDF.

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. Download any format

Every conversion includes CSV (opens in Excel and Sheets), a QuickBooks .QBO Web Connect file and a Xero-ready CSV. One credit covers all formats.

About Bank of America statements

Bank of America statements group activity into Deposits and other additions, Withdrawals and other subtractions, Checks, and Service fees. Utilly combines every section into one dated list and checks it against the beginning and ending balance.

Works with Bank of America checking, savings and credit card statements. Layout tested: Activity split across deposits, withdrawals, checks and fees.

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 Bank of America statement PDF to Excel, QuickBooks or Xero 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).

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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