Convert your Truist statement to Excel, QBO & Xero
Checking and savings statements convert to a reconciled Excel file, QuickBooks CSV, or Xero CSV in about a minute — free, no signup, no watermark.
What we extract from a Truist statement
Truist is a checking-and-savings entry in our template library rather than a credit card one, so the template is built around a deposit-account layout: deposits, withdrawals, transfers, and running balances.
One layout detail worth calling out is how Truist presents balances — often as an "as of" figure tied to a specific date rather than a single end-of-statement total. Our Truist template reads that date-anchored balance presentation directly instead of assuming the last balance on the page is always the closing balance, so the balance your export is checked against is the one Truist actually meant.
We check the math before you export
Every Truist statement we convert is summed transaction by transaction and checked against the "as of" balance figures printed on that statement — not a guessed end-of-page total. If the numbers match, you get a clean Balanced result before you export. If something doesn't add up, we show you the exact dollar difference instead of letting a misread deposit or withdrawal slip through unnoticed.
Exports, OCR, and zero retention
Every Truist statement converts to Excel (XLSX), QuickBooks CSV in both 3-column and 4-column formats, and Xero CSV — all on the free tier, with no signup and no watermark, up to 3 pages a day.
Scanned PDFs and photos (JPG or PNG) of Truist statements are OCR'd automatically. Password-protected PDFs are supported too — the password is used only for that one conversion and is never stored or logged.
Retention is zero by design: your Truist statement file is deleted the moment parsing completes. See exactly how that works, including how we handle passwords, on our security page.
Truist statement conversion — FAQ
How does the conversion handle Truist's "as of" balance format?
Truist statements often print a balance "as of" a specific date rather than a single closing total. Our template reads that date-anchored presentation directly, so the reconciliation check compares against the balance Truist actually meant.
Does this work for Truist savings statements as well as checking?
Yes, both checking and savings statement layouts are supported.
Can I convert a scanned Truist statement?
Yes. Scanned PDFs and photos (JPG or PNG) of Truist statements are OCR'd automatically before extraction.
Is the QuickBooks export free for Truist statements?
Yes. QuickBooks CSV (3-column and 4-column), Xero CSV, and Excel are all available on the free tier, no signup required.
Ready to convert your Truist statement?
No account, no watermark, and a reconciliation check that catches conversion errors before you ever download a file.
SoFlo360 Statements is an independent tool and is not affiliated with, endorsed by, or sponsored by Truist. Truist and its logo are trademarks of their respective owners.
Last updated July 11, 2026.