Convert Bank of America statements to Excel, CSV, or QuickBooks
Bank of America statements, personal or business, convert to reconciled Excel and CSV files with deposits, withdrawals, and service fees kept straight.
- <8s
- Read time, 10 pages
- 99.3%
- Row accuracy, rest flagged
- Any bank
- 1,000+ statement guides
About Bank of America · registry record
FDIC Cert. № 3510
- Legal name
- Bank of America, National Association
- Institution type
- Bank
- Charter
- National bank · OCC
- Established
- 1904
- Headquarters
- Charlotte, NC
- Branch network
- 3,825 offices in 39 states & territories
- Total assets
- ≈ $2.7 trillion (USD)
- Holding company
- Bank of America Corp
- Also known as
- Bank of America Merrill Lynch, Bofa, Bofaml, Merrill
- Official site
- www.bankofamerica.com
Statements supported
Public record · retrieved Jul 2026
Registry data from public FDIC records. LedgerBox is independent and not affiliated with or endorsed by Bank of America.
How to convert a Bank of America statement
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Upload the statement
Drag in the PDF as downloaded from www.bankofamerica.com. Multi-month files and scans are fine.
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We extract and reconcile
Every row is read, then checked: debits, credits, and running balances must add up before the document is marked clean.
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Download Excel, CSV, or QBO
Dates, descriptions, and amounts land in separate, consistent columns. Open the spreadsheet directly or import the QBO file into QuickBooks.
Bank of America at a glance
Bank of America, National Association was established in 1904, and has been FDIC-insured since 1934. It is chartered as a national bank, supervised by the Office of the Comptroller of the Currency (OCC), and is part of Bank of America Corp. Its branch network runs 3,825 offices across 39 U.S. states and territories. Earlier in its history it operated as Bank of America National Trust and Savings Association.
- Total assets
- $2.7T
- Total deposits
- $2.1T
- Equity capital
- $242B
- Net income, YTD
- $7.4B
- Return on assets
- 1.12%
- Return on equity
- 12.16%
Figures as of Mar 31, 2026, from public FDIC records. Money figures are approximate.
Bank of America statement anatomy
A sample business checking statement, and how LedgerBox reads each part during extraction and reconciliation.
Statement of account
MAR 01 – MAR 31, 2026
Deposits and additions
Withdrawals
Daily ending balance
The statement period sets the dates
Transaction rows often print MM/DD dates without the year. LedgerBox resolves the full date from the statement period, including periods that span a year boundary.
Sections become one transaction table
Deposits and withdrawals often sit in separate sections rather than one table. LedgerBox reads every section and exports one transaction per row, with separate debit and credit columns.
Balances drive reconciliation
Ending balances are checked against the extracted rows: debits, credits, and running balances must add up, and any row LedgerBox cannot verify is flagged for review instead of guessed.
What Bank of America statements look like
Bank of America checking and savings statements separate deposits and other credits from withdrawals and other debits, each section with its own subtotal, followed by a daily ledger balance table. LedgerBox reconciles the export against both the section subtotals and the daily balances.
Things to know
- Business account statements can run long, with check images appended after the transaction pages. LedgerBox ignores the image pages and extracts the check register table itself.
- Transaction descriptions wrap onto continuation lines for card and ACH entries; continuation lines merge into a single description cell in the export instead of appearing as phantom rows.
Bank of America conversion FAQ
Do Bank of America eStatements convert differently from mailed statements?
No. eStatement PDFs and scans of mailed statements produce the same export. Digital eStatements convert with the highest confidence because no OCR pass is needed.
How do I convert a Bank of America PDF statement to Excel or CSV?
Create a free LedgerBox account, upload the Bank of America PDF, and download the converted file. The free trial includes enough pages to try several statements, and no credit card is required.
Does it work with scanned or photographed Bank of America statements?
Yes. LedgerBox runs OCR-backed extraction, so image-based PDFs and scans convert the same way as digital statements. Reconciliation flags any row it could not read with confidence instead of guessing.
Is my Bank of America statement data secure?
Documents are encrypted in transit and at rest, processed in isolated storage, and never used to train models. You can delete uploaded documents at any time and they are permanently removed.
Which export formats are supported?
Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Every export uses one transaction per row with separate date, description, debit, credit, and balance columns.
Does LedgerBox only work with the banks listed on this site?
No. LedgerBox reads the statement itself rather than matching it against bank-specific templates, so statements from any institution convert the same way. These pages are guides for the most searched-for banks, not a compatibility list.
Ready to convert your Bank of America statement?
Upload a PDF and download a clean spreadsheet in under a minute. No card required.
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Rather not import a file at all? Post statement rows straight into QuickBooks