Bank Statement Converter
Convert Chase bank statement to Excel, CSV, or QuickBooks (QBO)
Chase Bank's business banking division serves millions of companies from sole proprietorships to large corporations, issuing business checking statements with a multi-column layout that includes transaction dates, full ACH and wire descriptor text, debit and credit amounts, and running balances. Business account statements often include payroll credits, merchant processing deposits, Zelle Business entries, and Chase Payment Solutions settlements. StatementToExcel parses Chase's business statement PDF format, extracting each transaction row into a structured spreadsheet. Business owners, bookkeepers, and accountants at Chase business accounts use the converter to import months of transaction data into QuickBooks, build cash flow reports, and prepare for annual audits without manual transcription.
3 free conversions · No credit card needed
Drop your PDF bank statement here
or click to browse · PDF files only
Your file is processed in memory and never stored. Learn more
How to convert your Chase statement — 3 steps
No software to install. Works on Mac, Windows, and any browser.
- 01
Download your Chase PDF statement
Log in to your Chase online banking portal and download the statement for the period you need as a PDF. Most banks keep at least 24 months of history available. If your statement is multi-page, download the full document — StatementToExcel handles any page count.
- 02
Upload the PDF above
Drag and drop your Chase PDF into the upload area, or click to browse. The file is parsed entirely in the cloud and the transaction data is never written to any database. Processing typically completes in under ten seconds even for lengthy statements.
- 03
Download Excel, CSV, or QBO
Choose your output format. Excel (.xlsx) is ideal for analysis and sharing. CSV works with any accounting tool. QBO (.qbo) imports directly into QuickBooks Online and QuickBooks Desktop — preserving dates, descriptions, and amounts so your chart of accounts matches without manual entry.
What columns appear in your Chase Excel file?
Every converted statement outputs four standard columns — the same ones your accountant, bookkeeper, or QuickBooks import expects.
Date
The posting date of each transaction, exactly as it appears on your statement. Year, month, and day — formatted for immediate sorting in Excel.
Description
The full merchant name, ACH narrative, wire reference, or check description. Multi-line descriptions from the PDF are reassembled into a single cell so nothing is lost.
Amount
Positive values for credits (deposits, refunds, interest); negative values for debits (purchases, withdrawals, fees). One column means one sort to find your biggest expenses.
Balance
The running account balance after each transaction, captured directly from the statement. Useful for spotting dips below a threshold or verifying a specific day's position.
Zero data retention — your transactions stay yours
StatementToExcel processes your PDF in an isolated cloud function and streams the result directly to your browser. Your transaction data — dates, amounts, balances, merchant names — is never written to any database or log. The moment your file is converted and downloaded, every trace of it is gone from our servers. We do not store PDFs, extracted rows, or account numbers. You are not creating an account with your bank data; you are using a conversion tool that forgets the work the instant it finishes.
Frequently asked questions — Chase statements
Common questions from Chase customers who convert statements to Excel or QuickBooks.
Convert Statements from Other Banks
StatementToExcel supports 50+ US banks. Choose your bank below to get started.