Truist keeps about 18 months of history online and charges roughly $15 a month for the automated Direct Connect feed into QuickBooks. Upload any Truist PDF statement and BankXLSX writes a QuickBooks Web Connect file with the dates, descriptions, and signed amounts already mapped, no monthly connection fee, however old the statement is. Legacy BB&T and SunTrust statements convert the same way. Start free, no credit card.
Last updated July 2026
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Upload the Truist 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 Truist personal, business, or legacy BB&T and SunTrust statement, including months past the roughly 18-month online window and accounts that have been closed, and it avoids the monthly Direct Connect fee Truist charges for the automated feed.
Truist does connect to QuickBooks, but between the monthly fee and the 18-month window, the automated route stops being practical the moment you need older history.
Since the BB&T and SunTrust merger, Truist charges roughly $15 a month for the Direct Connect feed that pushes transactions into QuickBooks. Converting the PDF skips that recurring fee entirely.
Truist online banking holds roughly the last 18 months of activity and check images. Anything before that lives only in the statements.
When you connect Truist to QuickBooks Online, the feed backfills only about 90 days. Older transactions never arrive on their own.
Accounts that moved from BB&T or SunTrust into Truist often lost their online download history in the switch, so the statements are the only complete record.
Once a Truist account closes, the online download disappears. What you keep are the PDF statements, and QuickBooks cannot open those.
Retyping a year of Truist 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, with no monthly fee.
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.
Truist One Checking, Dynamic Business Checking, savings, and Truist card statements all parse correctly, along with legacy BB&T and SunTrust formats.
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 Truist 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 truist.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.
Truist is one of the largest banks in the country, so bookkeeping cleanups, tax catch-ups, merger-migration fixes, and QuickBooks setups all run into stacks of Truist, BB&T, and SunTrust PDFs, especially once the history runs past the 18-month online window.
Import a year or more of a client's Truist business checking history without paying for Direct Connect or stitching short exports.
Bring pre-merger BB&T and SunTrust history and closed-account records into QuickBooks during cleanup and audit work.
Catch up months of Truist business activity before tax season without the monthly connection fee or retyping a line.
Load Truist history from before the feed was connected so opening balances reconcile cleanly.
For recent activity, Truist has a native path: sign in at truist.com, open the account, use the download or export option, and choose a QuickBooks (Web Connect) file. Truist also offers Direct Connect, which pushes transactions straight into QuickBooks, but since the BB&T and SunTrust merger that automated feed carries a monthly fee of roughly $15. When the transactions you need sit inside the last 18 months and you are willing to pay for the feed, it comes straight from the bank.
The catch is that the online export reaches only about 18 months, the QuickBooks feed backfills roughly 90 days, and the automated connection is not free. The moment the job involves a period before that window, a closed account, a legacy BB&T or SunTrust statement, or you simply want to skip the monthly fee, the native download stalls. That is the gap this converter fills: it turns the PDF statement, which Truist keeps online for years, into the same kind of QBO file, with the whole period in one pass and no recurring charge.
| Truist download / feed | BankXLSX PDF conversion | |
|---|---|---|
| Cost | About $15/mo for the Direct Connect feed | No monthly connection fee |
| History reach | About 18 months online; feed backfills about 90 days | Any statement PDF, years available on truist.com |
| Legacy BB&T / SunTrust | History often lost in the migration | Converts the old statements the same way |
| Closed accounts | No online export | Works from saved or requested PDF statements |
| 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 Truist 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 Truist 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.
The most common reason people convert Truist statements instead of connecting the feed is the recurring charge. Direct Connect keeps QuickBooks in sync automatically, which is worth it for a high-volume account you reconcile weekly. But for a cleanup, a tax catch-up, or a few months of history, paying a monthly fee to move a fixed set of transactions makes no sense. Converting the PDF gives you the same Web Connect file, one upload per period, with nothing to cancel afterward.
The converter reads all of them. A Truist business checking statement, a personal Truist One Checking or savings statement, and a legacy BB&T or SunTrust statement each come out as a clean QBO file with signed amounts. If you want the spreadsheet first, the Truist 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 Truist 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.
Sign in at truist.com, open the account, and use the download or export option, choosing the QuickBooks (Web Connect) file type. The online export reaches only about 18 months, so for older months download the PDF statement instead and convert it to QBO with BankXLSX in a single pass, with no monthly fee.
Yes. Since the BB&T and SunTrust merger, Truist charges roughly $15 a month for the Direct Connect feed that syncs transactions automatically into QuickBooks. Converting the PDF statement to a QBO file skips that recurring charge and still imports like a real bank download.
Truist online banking reaches about 18 months of activity and the QuickBooks feed backfills roughly 90 days, while Truist 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.
Yes. Legacy BB&T and SunTrust statements convert the same way as current Truist statements. This matters because accounts that migrated in the merger often lost their online download history, leaving the PDF statements as the only complete record.
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 Truist PDF and writes the QBO file QuickBooks expects.
Yes. Truist 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 paying for the feed or stitching short online exports together.
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 Truist statements as XLSX or CSV.
The QBO converter for U.S. Bank.
The mapped-CSV route into QuickBooks.
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