What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Convert E*TRADE brokerage statements to QuickBooks (QBO)

Q: Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Need your E*TRADE brokerage statement in QuickBooks (QBO)? Statemently extracts every transaction from the PDF and turns it into a clean QuickBooks (QBO) export — usually in just a few seconds. Statemently produces a tidy QBO file that imports directly into QuickBooks (QBO).

Convert to QuickBooks (QBO)

How to convert an E*TRADE brokerage statement to QuickBooks (QBO)

1
Upload your E*TRADE brokerage statement
Drag and drop your E*TRADE brokerage statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statemently extract the transactions
Statemently reads the E*TRADE PDF and automatically pulls out every transaction — date, description, amount, and running balance.
3
Review and fix any rows
Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.
4
Download and import into QuickBooks (QBO)
Download the QBO file, choose the correct destination account type, then import it into QuickBooks (QBO) — your transactions land in neat columns, ready to review.

Why QuickBooks (QBO)?

QuickBooks Web Connect

QBO is QuickBooks' native bank-import format — upload and let it match the account automatically.

No manual entry

Skip retyping transactions; import the statement straight into QuickBooks.

Set your bank ID

Add your bank's INTU.BID so the import doesn't warn about an unrecognized institution.

About E*TRADE statements

E*TRADE statements can combine cash activity, trades, and balances, which makes manual data entry especially tedious. Rather than retyping every line, let Statemently read the PDF and rebuild the transaction table for you — accurately and in seconds.

To get your statement, sign in to E*TRADE online banking or mobile app, open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

Is the E*TRADE to QuickBooks (QBO) converter free?

Yes. You can upload your E*TRADE brokerage statement and download the extracted transactions as QuickBooks (QBO) at no cost.

Will it work with my E*TRADE brokerage statement?

It works with text-based E*TRADE PDFs — the kind you download directly from E*TRADE. Scanned or photographed statements need OCR, which is coming soon.

How do I get my transactions into QuickBooks (QBO)?

Statemently gives you a clean QBO file. Open QuickBooks (QBO) and import that file — your E*TRADE transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your E*TRADE brokerage statement is editable inline, so you can correct anything before exporting to QuickBooks (QBO).

Is my financial data secure?

Files are processed privately and are never sold or shared. Uploads are kept only as long as needed to produce your export.

Other E*TRADE formats

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to OFX to QIF

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Convert your E*TRADE brokerage statement to QuickBooks (QBO)

Upload a PDF, review the transactions, and download in seconds. Free and private.

Convert a statement