Convert SoFi savings account statements to QuickBooks (QBO)
Statemently converts SoFi savings account statement PDFs into QuickBooks (QBO) so you can sort, filter, and reconcile without retyping a single row. Statemently produces a tidy QBO file that imports directly into QuickBooks (QBO).
Convert to QuickBooks (QBO)How to convert a SoFi savings account statement to QuickBooks (QBO)
- 1
Upload your SoFi savings account statement
Drag and drop your SoFi savings account 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 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 (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 SoFi savings account statements
A SoFi savings account statement shows deposits, withdrawals, transfers, and any interest earned over the statement period. Statemently reads the PDF, isolates each transaction row, and keeps the dates, amounts, and balances aligned so your savings account export is ready to use.
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 (QBO) converter free?
Yes. You can upload your SoFi savings account statement and download the extracted transactions as QuickBooks (QBO) at no cost.
Will it work with my SoFi savings account 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 (QBO)?
Statemently gives you a clean QBO file. Open QuickBooks (QBO) and import that file — your SoFi transactions appear in organized columns.
Can I edit transactions before downloading?
Yes. Every row from your SoFi savings account 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 SoFi formats
Convert other statements to QuickBooks (QBO)
Convert your SoFi savings account statement to QuickBooks (QBO)
Upload a PDF, review the transactions, and download in seconds. Free and private.
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