Convert Bank of America statements to Excel, CSV, QuickBooks & Xero
Bank of America statements are dense: a summary box, then Deposits and other additions, Withdrawals and other subtractions, Checks, and Service fees, often across several pages per month.
How Bank of America statements are handled
Check images and check-number tables are a frequent source of errors in manual entry. SheetStatement reads the check number column, writes it into the description (for example "Check #1043"), and treats the table as debits so the reconciliation still ties to the ending balance on page one.
Tips for Bank of America Advantage checking and credit card statements
- Export the statement PDF, not the "Print transactions" view, to keep the beginning and ending balance.
- Combined statements that include savings and checking are split by account heading; review the account metadata after upload.
- Preferred Rewards fee waivers appear as a credit line—keep them so the totals match.
Step by step
- In online banking go to Statements & Documents, select the account and month, and click Download.
- Upload the PDF to SheetStatement.
- Review the balance-checked table and export to Excel, CSV, QBO or Xero.
Need a specific format? See QuickBooks, Xero or Excel guides.
Other banks
Bank of America is a trademark of its owner. SheetStatement is not affiliated with or endorsed by Bank of America.
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