Convert SoFi bank statements to QuickBooks CSV
Upload a SoFi bank 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 CSVHow to convert a SoFi bank statement to QuickBooks CSV
- 1
Upload your SoFi bank statement
Drag and drop your SoFi bank 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 SoFi 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 SoFi statements
SoFi statements are typically downloaded straight from the app as a PDF, which isn't easy to work with in a spreadsheet. Rather than retyping every line, let Statement to Sheets read the PDF and rebuild the transaction table for you — accurately and in seconds.
To get your statement, sign in to SoFi 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 SoFi to QuickBooks CSV converter free?
Yes. You can upload your SoFi bank statement and download the extracted transactions as QuickBooks CSV at no cost.
Will it work with my SoFi bank statement?
It works with text-based SoFi PDFs — the kind you download directly from SoFi. 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 SoFi transactions appear in organized columns.
Can I edit transactions before downloading?
Yes. Every row from your SoFi bank 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 SoFi formats
Convert other statements to QuickBooks CSV
Convert your SoFi bank statement to QuickBooks CSV
Upload a PDF, review the transactions, and download in seconds. Free and private.
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