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 Fieldpoint Private Bank & Trust checking account statements to QuickBooks CSV

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.

Upload a Fieldpoint Private Bank & Trust checking account statement PDF and get a structured QuickBooks CSV file back. Dates, descriptions, amounts, and balances are parsed automatically. Statement to Sheets produces a tidy CSV file that imports directly into QuickBooks CSV.

Convert to QuickBooks CSV

How to convert a Fieldpoint Private Bank & Trust checking account statement to QuickBooks CSV

1
Upload your Fieldpoint Private Bank & Trust checking account statement
Drag and drop your Fieldpoint Private Bank & Trust checking account statement PDF onto Statement to Sheets, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statement to Sheets extract the transactions
Statement to Sheets reads the Fieldpoint Private Bank & Trust 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 CSV
Download the CSV file, choose the correct destination account type, then import it into QuickBooks CSV — your transactions land in neat columns, ready to review.

Why QuickBooks CSV?

Speed up bookkeeping

Get transactions into QuickBooks without manual entry, then categorize in bulk.

Tax-time ready

Clean, complete records make reconciliation and tax prep far less painful.

Import-friendly file

Statement to Sheets produces a structured file you can map to QuickBooks columns during import.

About Fieldpoint Private Bank & Trust checking account statements

Headquarters: Greenwich, CT
Established: 2008
Insured: FDIC-insured

Fieldpoint Private Bank & Trust is headquartered in Greenwich, CT and has served customers since 2008. A Fieldpoint Private Bank & Trust checking account statement lists deposits, debit-card purchases, transfers, checks, and fees, with a running balance for the period. Statement to Sheets reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your checking account export is ready to use.

To get your statement, sign in to Fieldpoint Private Bank & Trust 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 Fieldpoint Private Bank & Trust to QuickBooks CSV converter free?

Yes. You can upload your Fieldpoint Private Bank & Trust checking account statement and download the extracted transactions as QuickBooks CSV at no cost.

Will it work with my Fieldpoint Private Bank & Trust checking account statement?

It works with text-based Fieldpoint Private Bank & Trust PDFs — the kind you download directly from Fieldpoint Private Bank & Trust. Scanned or photographed statements need OCR, which is coming soon.

How do I get my transactions into QuickBooks CSV?

Statement to Sheets gives you a clean CSV file. Open QuickBooks CSV and import that file — your Fieldpoint Private Bank & Trust transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your Fieldpoint Private Bank & Trust checking account statement is editable inline, so you can correct anything before exporting to QuickBooks CSV.

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 Fieldpoint Private Bank & Trust formats

checking account to Excel checking account to CSV checking account to Google Sheets checking account to Xero CSV checking account to Wave CSV checking account to OFX checking account to QuickBooks (QBO)checking account to QIF

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Convert your Fieldpoint Private Bank & Trust checking account statement to QuickBooks CSV

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

Convert a statement