Convert and import your bank account or credit card statement into QuickBooks!

import your bank account or credit card statement Excel or CSV file into QuickBooks

Select the type of statement file you want to import:

Customer Feedback

Exciting, not Frightening

I can't say enough good stuff about Steve and his converter. It's quick, straight-forward, and now my downloaded QB statements aren't so frightening. Thank you SO much, Steve!

Cliff Paulick

Cliff, only horror movies and skydiving should be frightening, not QuickBooks. —Steve

A Tailor-made Charmer

Many thanks to the Quickbooks community to have mentioned Steve Rumberg's converter. It works like a charm. I sent Steve the format of my bank statements, and he tailor-made a converter for me. I later needed to make a minor change and Steve was kind enough to make the change for me without charging more. Awesome customer service! Steve's converter is truly a gem — very easy to use, and very affordable! Thank you, Steve.

thanks and regards, Quyen

Quyen, I'm glad to be of help and I enjoyed working with you. —Steve

Pleasantly Surprised

Steve, I don't often find people or companies who are service focused, but you have clearly demonstrated your commitment to quality, as stated on your website. I was pleasantly surprised that when I had questions about your program, you responded to my email within minutes, and immediately responded to each of my responses. Thank you for setting such a high quality standard. I would not hesitate to purchase another of your solutions.

Heather, Greenman Construction

Thank you for the kind words, Heather, I'm happy to surprise you :-) —Steve

Working Great

I just tried it, Steve, and everything looks to be working great. Thank you VERY much for your help, and if you need anyone to write a good review for your product, I'd be happy to do so. Many thanks!

Dusty

You are quite welcome. I'll let you know if I need a good review. Oh, wait — there it is, just above! —Steve

Highly Recommend

The converter works great and is exactly what I wanted. The download and installment instructions were step by step and easy to understand. The program saves me a lot of time. I am able to manipulate the data in excel and upload it to Quickbooks within in minutes. Fast and easy and accurate! I highly recommend this converter to anyone who is looking to save time. Thank you Steve for have this program available.

Thanks again,

Ilona

Sounds like Statement Converter hit the mark. Thanks for the feedback, Ilona! —Steve

Awesome Customer Service!

A huge THANK YOU for your dedication and awesome service. Both the Bank Statement converter (bought 2 months ago) and the Credit Card Statement Converter (bought yesterday) work like a charm — as if there is a magic wand. I am particular grateful for the care that you showed in addressing my needs and keeping the cost down for me (even if it means you get paid less). You go about serving customers with the utmost integrity, and you have won my trust completely. Thanks a million.

Quyen

My dad is an amateur magician, so I borrowed his magic wand and included some "abracadabra" in the program. Glad you noticed :-)

Grace, Speed and Efficiency

It is not often, in this day & age, to find such dedicated customer service. Steve has customised the importation of my Bank & Credit Card statements into Quickbooks with grace, speed & efficiency. I commend this service to anyone wishing to streamline their accounting systems.

Andrew Cunningham

Dip Arch(Hons) RIBA, MIA, Pr. Arch, CIA, Pr. CPM

Andrew, it was a pleasure working with you. Next, I'm developing a program to convert professional designations into plain English :-)

More than worth it

It works with my QuickBooks Pro 2003! Thank you very much for the converter. You saved me a lot of typing and potential errors and have already more than earned the nominal fee you charged. Thanks again.

Steven Judelson, Amagansett Sea Salt Co.

Fantastic! —Steve

Easier than QuickBooks' own credit card import

I was hesitant at first because seemed like it would be a lot of work, but its amazing actually how much easier it is after you get it setup than the native credit card transaction import of Quickbooks 2008, which Intuit stopped supporting. That situation left me with either having to upgrade to latest or finding another solution. Didn't like those tactics of Intuit so I found the other solution here and it works very well. Thanks again for your help.

Richard A.

That’s a good point: easier and no need to upgrade. It’s nice when that happens. —Steve

Making life easier

The Home Depot Converter has made my accounting so much easier! When I first downloaded the program, I had a little trouble getting it to work on my computer; most likely due to the fact that my computer is so old. Steve helped me get the program to work seamlessly. Thanks!

Lauren K.

Statement Converter and I are glad to be of help! —Steve

Rejoicing over it!

Procrastinators rejoice! With the end of another tax year approaching, Statement Converter will let you burn through the past year’s worth of credit card and bank statement in record time. I wish I had looked for a tool like this year’s ago.

Steve answered every question I asked within hours, and some within minutes of my emailing him. I was able to have Statement Converter up and running and go through several month’s worth of statements in a single evening. Using this tool going forward will save me hours of drudgery.

Ali L.

The holidays, family and now Statement Converter -- all reasons to rejoice! Thanks, Ali :-) —Steve

Exactly as promised

Thanks so much for your help and great product!! The program works exactly like you said it would. I am savings hours of time.

Thanks again,
Tim Warner
President
Warner Insurance Agency

That’s what I love to hear. You’re welcome! —Steve

Best Result at the Lowest Cost

Three months ago, I encountered a situation where I had to import Excel / CVS files for an oil company. After spending over $2,500 on Quickbooks Enterprise, Intuit could not help me with importing any of the historical Excel / CVS data. We purchased a $99.00 3rd party conversion tool, which was a massive headache and the company provided no support, not to mention it only imported 70% of the transactions, the rest having to be entered manually. Steve Rumberg, from Statement Converter, provided a custom solution which worked for 100% of the transactions. I just wish I'd found Statement Converter earlier!

Frank Anthony (Military | Civilian | Corporate Tech Consultant)

100% success and the lowest cost. Is this a "no brainer" or what? —Steve

Worked Great

Steve,

I used this to enter my CC splits. Worked great. Instructions are easy to follow.

Happy New Year, Mark

Well, I don’t recommend that men do the splits, but I’m glad that Statement Converter worked well for you. Happy New Year! —Steve

Thrilled!

I can't tell you how THRILLED I am to have found Steve Rumberg and his Statement Converter. I have been trying to convert csv files to iif for YEARS and could not get any of the other programs or processes to work for me. Steve is nothing short of brilliant. He is completely committed to making his program work for everyone that wants it, and he goes above and beyond the call of duty to make sure that happens. I had heard he provided great customer service, but this was nothing short of amazing. He's brilliant. I highly recommend both Steve and his Statement Converter! Thank you Steve!

Kate D., sleepygoat farm and cheese

Thank you, Kate — you were nice to work with. Now, if I could just get my wife to say these things about me... :-) —Steve

Great Product

Hi Steve,

I just wanted to thank you so much for your great product. I love the VENDOR file where I can enter abbreviations and automatically classify the vendor to the proper account.

Great job !!!!

Stewart Oberman, KIS Computing

Hey, Stew, that’s nice hear. I appreciate the feedback! —Steve

Highly Recommend

I recently began using Quickbooks and found that the credit card used by my company does not download to Quickbooks as most do. I didn't know what to do because I certainly did not want to manually enter all of the transactions.

I looked on the internet and found the converter by Steve Rumberg. I purchased it for a very nominal fee. Steve’s instructions on the internet are very easy to understand and when I had other questions Steve was very quick to email me with easy to understand explanations.

I would highly recommend this converter for Quickbooks.

Karen Bojak

Thank you for the nice feedback, Karen. —Steve

Amazing Life Saver

This utility is amazing and if you don't see your banking institution listed, just ask the developer for a custom converter. What a life saver and I no longer need to spend hours entering transactions!!

Please save yourself the trouble of searching the internet for free utilities because this one just works for Windows and Mac!!!!

Thanks again Steve.
Gabrielle C.

Saving lives is a recently added feature -- I’m glad it’s working! —Steve

Another life saved

Having your software to import ALL the transactions was a lifesaver.

Eli T., Director/Editor

Now that’s two lives saved. Folks, please don’t call me a hero, I’m just trying to help. —Steve

Happiness is…

Yea! I converted January’s statement and posted it. Wow, I am so very happy. Thank you again.

Cheryl H.

I’m happy that you’re happy. You’re welcome! —Steve

Unreasonably Good

When I needed a statement converter, I searched google and found this site. It was a leap of faith at the time because it’s hard to differentiate one converter from the next. Now that I have purchased this one, I am so glad I did because I learned what the difference is: service.

My statements were from a unique type of account and, initially, the converter did not recognize it. After emailing, Steve was amazingly helpful. On several occasions Steve was kind enough to remotely work on installing and adjusting the program to suit my needs and ultimately custom built me a version to meet my needs. He went well-beyond any reasonable expectations for customer service and really saved the day for me.

I can’t recommend this product and service enough.

David Feinberg

Unreasonably good customer service: why is that unusual these days? —Steve

Fantastic Tool

Fantastic Tool! This converter worked wonderfully to convert all my historical data (1000’s of transactions) from a web-hosted accounting service into Quickbooks transactions. It was so worth the purchase! It saved me so much time. I recommend it to anyone that needs to convert data to a Quickbooks format. Thank you very much!

Kayla

Excellent! —Steve

Did the Job Beautifully

Great application! I purchased this package to import banking transaction data into Quickbooks Pro 2000 and found that it did the job beautifully. I had some small setup problems due to my conversion file format, but Steve solved my problems within a few minutes and I was able to import 400+ transactions in no time at all... Thanks to Steve for both the application and the great support!

Mark Clark

Beautiful things can come in small packages :-) Steve

The Answer

Steve, your statement converter is THE ANSWER I've been looking for!! I just knew there had to be a fast, easy way to keep up with my Quickbooks, and your converter is IT! I can now do in a few MINUTES what once took me HOURS to do. I also must say that I have never experienced better customer service in my life! I highly recommend you and your product to ANYONE who wants to make their life easier by spending LESS time doing grunt work and MORE time doing things they truly love and enjoy. Thank you, thank you, thank you!

Amber Shannon

You are welcome, welcome, welcome! And, thank you for your second order! — Steve

Absolute Love

My company recently signed up for an American Express Corporate card that only offers PDFs and Excel spreadsheet statement downloads and we needed an efficient and easy way to enter all of our many charges into QuickBooks rather than wasting time manually entering each charge ourselves.

Steve helped me over the span of a week to customize the converter to our particular statement, and it works perfectly. Absolutely love this converter and truly appreciate the quick response time and help from Steve to make sure it would work for our needs!

Kerri Foster

Ain't love grand?! — Steve

Saved TONS of Time

Steve,

Credit Card Converter worked great.

Saving me TONS of time - thanks very much.

Just purchased the Chase Bank Acct Converter as well.

Thank you again

Ed Plamondon

Sounds like a great WEIGHT off your shoulders :-) Steve

Taxes Done on Time

Just wanted to say thank you for spending the time to help me transfer the file into my Quickbooks. Everything transferred nicely. Your customer service and professionalism surpassed anything I could have hoped for. Now I can get my taxes done on time :)

Mubarakah Ibrahim

I'm glad to make tax time less taxing! — Steve

I Shouldn’t Tell You This But...

Steve, I've been meaning to take a moment to thank you for providing an excellent product. We really needed exactly what only you provide, I'm very grateful to you for the ease of use, the extensive online instructions, and your prompt follow-up and customization. I probably shouldn't tell you - but you could be charging so much more! Anyway, thanks again.

All best,

Rachel Allen

You're welcome. I lose money on every sale, but I make it up on volume :-) Steve

Speechless!

I'm speechless! I greatly appreciate all your help and dedication! I was ready to call it quits because something wasn't working right, but I was so impressed with the excellent customer service you provided to fix the files that somehow had gotten corrupted. Thank you so much, Steve! You are a hero. You've saved me from months of data entry! Cannot wait to send my friends over! :)

Liz G., Lizbeth Geary Photography

>> I'm looking forward to meeting your friends, I just hope they call first! — Steve

Ahh, Symbiosis

Steve, thank you so much for taking the time and energy to make sure I felt 100% confident in what I was doing. It's rare to find someone truly dedicated to their customers and the quality of their products. Not only did you ensure a symbiotic relationship between the converter and Quickbooks, you also saved me hours and hours of manually importing data.

You are one of a kind. Thank you!

Valerie Steighner

I see your data and QuickBooks holding hands, walking the beach as the sun sets... ahh, symbiosis!

You're for real!

Steve, I needed an easy way to import statements from Merrill Lynch into Quickbooks, but Merrill Lynch does not provide the functionality on their website. I Googled for solutions and found your site. So often it seems as if there are no real people behind internet commerce, but I was pleasantly surprised to find that someone is indeed there! You were fast and responsive and even customized a solution for me. I highly recommend your converters and services to anyone who is looking for an easy way to get data into Quickbooks.

Elizabeth Waldorf, Accounting
Monte Zucker Photographic Education

I am a real person. I am not a robot. I am not a robot. I am not a ....

Saved from Horribleness

Hi Steve, thanks for the awesome customer service and excellent product! You've saved me hundreds of horrible hours at my desk!

Best,
Mark Berenblum
Chief Operating Officer
Walrus Kayaks

So, that leaves just the good hours at your desk :-)

Love It!

Just imported a couple hundred transactions....LOVE IT!!

Thanks for all your help, and your instructions online are great. I’ve implemented a bunch of the optional settings and it’s going to make life a lot easier!

-Lee

I love to hear it. Thanks for the feedback! — Steve

Invaluable Tool

Steve wrote a custom converter which has enabled me to quickly import my credit card transactions into Quickbooks. It is an invaluable tool that has automated one of the most tedious, and thereby most often neglected, aspects of my data entry. Steve followed up quickly with tweaks needed specifically for my application, and I highly recommend his work to anyone in need of such a product.

Dr. Roland D. Dowdy, III,
Vice President,
Camp Holly Springs, Inc.

Invalid = not valid but Invaluable = extremely valuable. I taught in Japan and Switzerland for four years and had to explain this. I think they are still scratching their heads over it! — Steve

Touchdown!

Steve,

Both your customer service and your program are a complete touchdown! Thanks so much for saving us so much time on these conversions as entering this much data manually would take far more time. Also, I appreciate your help with the custom "tweaking" of the program to fit our needs. The price you charged to do that was VERY reasonable and it much appreciated!

Thanks again!
Dustin Webster

Statement Converter is at the 30, the 20, the 10... he scores! Statement Converter saves the day! The crowd goes wild!

Works for Blondes

Steve's Statement Converter has taken me away from hours of data entry in front of a computer screen sitting in my office chair to hours of R&R beside my pool in my chaise lounge!!! His heart must be in helping others because I don't believe he's charging enough!!! He's went out of his way to help me and even got "Blonde-rooted" me up and running in no time!!! :)

Lisa L.

Lisa added that her husband tells her, "You ain't the britest crayon in the box, but you're definately the purdiest" (I really cannot add any comment to this; when you're married you learn when to keep quiet!)

Back in Control

The "Statement Converter" program has made transferring my credit card transactions into QuickBooks possible. Any questions I had to get the program working were answered timely and patiently by Steve. It has helped me to get control over my expenses and save me time. This is really important to me as a small business owner. Thanks!

Karen S.

My program works for all business owners, regardless of height. — Steve

The Conquerer

The converter is very simple to use and provides a reasonable alternative to the expensive monthly fees charged by the banks. It also provides a great way to be able to import other bank info into QB. I received the download email right away and was using it within a very short period. The installation and use information is excellent, it is laid out in a very intuitive "use what you need" format that flows very well. I highly recommend this product.

Now if I could only conquer QB...

Mark Elliott

QuickBooks users unite! We shall conquer QB or die trying! — Steve

Whoah! Just Saved $680!

My accountant said he would import my data into quickbooks at $175 per hour and he would cap it at 4 hours. Whoah! Then I found Statement Converter for $20. Yes, it takes time to acclimate yourself to the product but first and foremost Steve’s help and FAQ quote is very well written. I tested many times without problems but QuickBooks did complain about a few lines. All-in-all, I spent about one hour solving issues and was so pleased to watch 876 transactions get imported into Quickbooks with memos. Yes, I tipped Steve via Paypal!

Darrell Catmull, Destiny Real Estate

Whoah! That's a nice savings, cowboy! — Steve

Best Tutorial Ever

I worked in software for a baker’s dozen years before moving to Publishing (and I still do some consulting.) Your tutorial is the best and most comprehensive I have ever encountered. I just worked my way up through the "small sample set of data" test and everything went very smoothly. In fact, I have to say that this is the FIRST thing since I started trying to set my books up in Quickbooks that has gone more easily than expected. (Though I shouldn’t discount finding a parking spot directly in front of my accountant’s office in Seattle.)

Shasta Willson, Author/Publisher

I knew someone would eventually appreciate the effort. Thanks! — Steve

Slickest Thing Since Sliced Bread

The Statement Converter is the slickest thing since sliced bread. I was somewhat confused as I wanted to have my statements organized prior to importing into QuickBooks. I opted for the "Quick Start" phone assistance from Steve. We scheduled a time and he patiently spent well over an hour to get it perfect. Steve wouldn't let me off of the phone until it worked perfect. He even showed me a few tricks in QuickBooks. Money well spent. I would highly recommend this service.

Jeff Kermath, Saline MI

Darn you, Sliced Bread — you've taken top ranking from me! — Steve

Impressed and Happy

I had purchased the Home Depot Statement converter and I was pretty satisfied with the program, but I wanted to capture more information, specifically the "Store Location/Description." I asked if there was a way to do this and was told that my current version did not support it, but that they would update the converter to do this, and they did it in 2 days. WOW, now I am impressed and very happy with the product. Way to go, and thanks.

Oh, and our annual convention is coming up the end of the month and I will pass this on to other owners.

Glenn Garvey, Handyman Matters

I'm happy that you're impressed. You're welcome! — Steve

Better Than Direct Import

Just wanted to say thanks for the program. I set the config file to my needs and it works great. I actually prefer to use this method as opposed to importing in directly from the bank.

I like to code, too, and it's not too often that someone appreciates all the hard work and late hours on the keyboard. Thanks again.

Jim Minock

Maybe Intuit will replace QuickBooks' "Online Banking" function with "Statement Converter" :-) — Steve

No "Ugh!"

Thanks for the follow-up. I’ve already installed it, run some conversions, and pulled them into QB, so everything is good.

Thanks for making this available, otherwise I was going to be up for a long bout in Excel figuring out how to generate IIF files. Ugh!

David Roach

Welcome to the no "ugh" method — Steve

Way Cool

Thanks for the help – and for being a conversion nut that wants to help other people who really hate to type in data. I had been paying a bookkeeper to do manual data entry and now I can do this myself, which is way cool...

Ruth Miller

See folks, accounting can be cool, too!

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