How to Import Chase Bank Statements into QuickBooks

Upload your Chase Bank PDF statement and get QuickBooks-ready Excel/CSV with 16 standardized fields. Specialized for Chase Business Checking and Personal Banking (v1/v2/v3 formats, 2015-2025). Import directly into QuickBooks Online or Desktop.

Supported Banks

Bank Parser is optimized for Chase Bank (Business Checking and Personal Banking) with 99% accuracy. We specialize in Chase Bank statements for CPAs, accountants, and small business owners using QuickBooks.

Need support for a different bank? Contact us to request support.

Supported File Formats

✓PDF bank statements (official bank exports)

Output Format

Your converted file includes 16 QuickBooks-ready fields:

Transaction Date (MM/DD/YYYY), Type (Credit/Debit), Amount
Description (Original), Balance After Transaction
Counterparty Name, Payment Code (ACH/Wire/Check/Card)
Category (Revenue/Operating Expenses/COGS), Subcategory
Tax ID (EIN for business ACH), Merchant ID (cards/checks)
Source Bank, Account Type (Checking/Savings)

Export Format:

QuickBooks-Ready Excel/CSV (USA Market)

✅ Tested and Verified:

QuickBooks Desktop (USA) - File → Utilities → Import → Excel
QuickBooks Online (USA) - Banking → Upload transactions
Microsoft Excel / Google Sheets - Direct open

⚠️ Requires Manual Column Mapping:

Any accounting software that accepts CSV imports
Note: USA formats only (MM/DD/YYYY dates, USD currency, IRS Schedule C categories)

Download Sample Excel Template

Privacy & Security

✓Files processed on secure HTTPS servers
✓Not stored after conversion
✓GDPR (Europe), PIPEDA (Canada), SOC 2 (USA) compliant