TD Bank connects to QuickBooks, but the feed backfills only about 90 days and TD Bank Business Direct downloads often stall on error 106. Upload any TD Bank PDF statement and BankXLSX writes a QuickBooks Web Connect file with the dates, descriptions, and signed amounts already mapped, however old the statement is and whether or not the feed is working. Start free, no credit card.
Last updated July 2026
Upload your bank statement
Drop file here or click to upload
PDF, JPG, PNG, BMP, HEIC, TIFF, MT940
Uploading...
Upload the TD Bank PDF statement to BankXLSX and download it as a QBO file. The converter reads every transaction off the statement and writes a QuickBooks Web Connect file with dates, descriptions, and signed amounts mapped, so QuickBooks imports it like a real bank download. This works for any TD Bank personal, business, or credit card statement, including months past the roughly 90-day feed backfill and times when the TD Bank Business Direct download fails with error 106.
TD Bank supports Quicken and QuickBooks downloads, but the feed is shallow and the connection is one of the more error-prone in QuickBooks, so anything beyond the last quarter tends to break.
When you connect TD Bank to QuickBooks, the feed pulls about the last 90 days. Older transactions never arrive on their own and have to come from statements.
TD Bank Business Direct downloads frequently fail in QuickBooks with error 106, leaving the account with no working feed until the connection is rebuilt.
TD Bank feeds drop and stop loading transactions for stretches at a time, a recurring complaint in the QuickBooks community, so a manual route is often the only reliable one.
The activity export releases in limited date ranges, so pulling a full year means several exports stitched together by hand.
Once a TD Bank account closes, the online download goes away. What you keep are the PDF statements, and QuickBooks cannot open those.
Retyping a year of TD Bank business checking activity into the register burns days and invites transposed amounts that break the reconciliation.
Upload the statement and the converter reads it like a bookkeeper would, then writes a valid Web Connect file QuickBooks accepts on the first try, no live feed required.
You get an actual .qbo file with the OFX structure QuickBooks expects, not a CSV you have to remap column by column on every import.
TD Convenience Checking, TD Business Convenience, savings, and TD Bank credit card statements all parse correctly, including combined statements.
Debits land negative and credits positive with the correct posting date, so the register reconciles to the statement balance without hand fixes.
OCR reads image-only and scanned TD Bank PDFs, which is what older saved statements and paper scans usually are.
The same upload also exports QFX for Quicken, OFX for other software, and CSV or XLSX when you want the raw rows.
256-bit encryption in transit, and you can delete your uploaded statements whenever you want.
No software to install and no credit card to start.
Drag the statement into the box above. Download it first from td.com under Statements and Documents if you have not already.
Tip: Several months in one file is fine.
Once the transactions are read, pick QBO as the download format. QFX, OFX, CSV, and Excel sit next to it.
Tip: Pick QFX if the target is Quicken.
QuickBooks Online: Transactions, Bank transactions, Upload from file. Desktop: File, Utilities, Import, Web Connect Files. Pick the account and review.
Tip: Match the account before you add.
TD Bank runs one of the larger branch networks on the East Coast, so bookkeeping cleanups, tax catch-ups, and QuickBooks migrations run into stacks of TD Bank PDFs constantly, especially when the feed throws error 106 or the history runs past 90 days.
Import a year or more of a client's TD Bank business checking history without stitching together several short exports by hand.
Bring pre-connection and closed-account TD Bank history into QuickBooks during cleanup and audit engagements.
Catch up months of TD Bank Business Direct activity before tax season, even when the feed will not load.
Load TD Bank history from before the feed was connected so opening balances reconcile cleanly.
For recent activity, TD Bank has a native path: it supports Quicken and QuickBooks through its personal financial management access, so you can sign in, open the account, and download a QuickBooks (Web Connect) file, or connect the account as a live feed. When the transactions you need sit inside the last 90 days and the connection is healthy, use it, it comes straight from the bank.
The catch is that the QuickBooks feed backfills only about 90 days, the TD Bank Business Direct download is a frequent source of error 106 in QuickBooks, and the connection drops for stretches at a time. The moment the job involves a period before that window, a closed account, a statement someone emailed you, or a feed that simply will not load, the native download stalls. That is the gap this converter fills: it turns the PDF statement, which TD Bank keeps online for years, into the same kind of QBO file, with the whole period in one pass and no dependence on a working feed.
| TD Bank download / feed | BankXLSX PDF conversion | |
|---|---|---|
| History reach | Feed backfills about 90 days | Any statement PDF, years available on td.com |
| Reliability | Error 106 and feed outages are common | Works from the PDF, no live connection needed |
| Closed accounts | No online export | Works from saved or requested PDF statements |
| Files per year | Several short exports to stitch | One upload, every transaction |
| Output formats | QBO, QFX, CSV | QBO, QFX, OFX, CSV, Excel from one upload |
In QuickBooks Online, open Transactions, then Bank transactions, choose the account, and pick Upload from file under the Link account dropdown. Select the QBO file, confirm which QuickBooks account it belongs to, and the TD Bank transactions land in the For review tab ready to categorize. In QuickBooks Desktop, go to File, Utilities, Import, Web Connect Files, and choose the file. If the account already has an active TD Bank feed, deactivate it in Bank Feed Settings first so the two imports do not collide. If a single period runs past 1,000 lines, split it, because QuickBooks caps one import file at 1,000 transactions.
Error 106 means QuickBooks cannot establish or maintain the connection to the TD Bank account, and it shows up often on TD Bank Business Direct. The usual fixes are to update the connection or wait for TD Bank to restore it, but neither helps when you have a deadline. Converting the statement sidesteps the feed entirely: you download the PDF, upload it here, and import the resulting QBO file, no connection required. When TD Bank restores the feed, it picks up going forward while the converted file covers the gap.
The converter reads all of them. A TD Bank business checking statement, a personal TD Convenience Checking or savings statement, and a TD Bank card statement each come out as a clean QBO file with signed amounts. If you want the spreadsheet first, the TD Bank statement to Excel converter produces XLSX and CSV from the same upload, and the general bank statement to QBO converter covers every other bank. For the import walkthrough end to end, our guide on how to convert bank statements to QuickBooks (QBO) has screenshots of both QuickBooks versions, and if you hit the row cap, see how many transactions QuickBooks Online will import.
Already pulled a CSV out of TD Bank and just need it in Web Connect form? A dedicated CSV to QBO converter handles that step directly. And if statements from several banks are headed into the books, a purpose-built bank statement to QuickBooks converter runs the same PDF to QBO workflow across all of them.
TD Bank supports Quicken and QuickBooks downloads, so sign in at td.com, open the account, and use the download or export option, choosing the QuickBooks (Web Connect) file type. The feed backfills only about 90 days, so for older months download the PDF statement instead and convert it to QBO with BankXLSX in a single pass.
Error 106 means QuickBooks cannot establish the connection to the TD Bank account, and it hits TD Bank Business Direct often. You can update or rebuild the connection and wait for TD Bank to restore it, but the fastest workaround is to skip the feed: download the PDF statement and convert it to a QBO file you upload directly, no live connection required.
The TD Bank feed backfills about 90 days when you first connect it to QuickBooks, while TD Bank keeps online statements as PDFs for years. That gap is why long lookbacks, audits, and tax catch-ups usually run through statement conversion rather than the native download.
No. QuickBooks Online and Desktop accept QBO, QFX, and OFX in the bank feed, with CSV as a manual fallback. A PDF is a document, not a data file, so it has to be converted first. BankXLSX reads the TD Bank PDF and writes the QBO file QuickBooks expects.
TD Bank connections in QuickBooks drop for stretches, a recurring complaint tied to errors like 106 and to bank-side maintenance. When the feed is down, converting the PDF statement to QBO keeps your books moving, and the feed resumes on its own once the connection is restored.
Yes. TD Bank business checking, savings, and personal statements all convert the same way, with each transaction signed correctly. You get one clean QBO file per account instead of stitching together several short online exports or fighting the feed.
QBO imports like a real bank download, with account mapping and duplicate detection built in, so prefer it when QuickBooks is the destination. CSV makes sense when you want to review or edit rows in a spreadsheet first, and it also helps when a large period would exceed the 1,000-line QBO import cap. BankXLSX exports both from the same conversion.
Uploads are encrypted in transit with 256-bit encryption, files can be deleted whenever you choose, and your data is never resold or shared. Nothing installs on your machine; the whole conversion runs in the browser.
Convert any bank statement to a QBO file.
The same TD Bank statements as XLSX or CSV.
The QBO converter for Truist.
The mapped-CSV route into QuickBooks.
Get started converting bank statements to spreadsheets.
USD
per month
billed as
$288 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion across your team with automation.
USD
per month
billed as
$888 yearly
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
billed as
$ yearly
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
