Truist · All formats

Convert Truist statements to Excel, CSV, QuickBooks or Xero

Turn Truist 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
No statement handy? See the result on a fictional one first:

1. Download the PDF from Truist

  1. Sign in to Truist Online Banking at truist.com (or the Truist mobile app).
  2. Open Documents and pick the account.
  3. Open the statement you need and save 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, a 3-column CSV for QuickBooks Online and a Xero-ready CSV. One credit covers all formats.

About Truist statements

Truist statements list checks, other withdrawals, debits and service charges, and deposits, credits and interest in separate sections, every amount printed without a sign. Utilly signs each row by its section, turns checks into "Check 1187" rows, keeps the spaces in descriptions (the Truist PDFs we checked have no space characters, only gaps between words), and checks the result against the previous and new balance in the Account summary.

Works with Truist checking statements. Layout tested: Sections by type, unsigned amounts, PDFs without space characters.

Section by section: what we read on a Truist statement, and how far back Truist statements go →

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 Truist 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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Truist to CSV

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