LedgerBox

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.

Convert a Bank of America statement See pricing
$0.00
Reconciliation difference to pass
Any bank
No template needed
20
Files in a single drop

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
3,824 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 Aug 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

  1. Upload the statement

    Drag in the PDF as downloaded from www.bankofamerica.com. Multi-month files and scans are fine.

  2. We extract and reconcile

    Every row is processed, then checked: debits, credits, and running balances must add up before the document is marked clean.

  3. 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.

How to download a Bank of America statement

  1. Sign in to online banking

    Statements sit behind the login at www.bankofamerica.com, usually under a heading like statements, documents, or paperless. A mobile app often shows fewer months than the browser does.

  2. Take the statement, not the transaction export

    A statement PDF carries the opening and closing balances; a transaction CSV or spreadsheet download does not. Those balances are what a reconciliation checks the rows against, so the PDF is the more useful file even though the CSV looks readier.

  3. Download every month you need, one PDF each

    Most banks issue one statement per account per month. Download the whole range before you start, because the online window is limited and a period that falls out of it becomes a request to the bank rather than a click.

  4. For anything older, ask the bank

    Statements past the online window, and every statement from a closed account, are retrieved by request. Banks keep the records for years after closure and will pull them, usually for a fee.

The account is already closed? How to request statements from a closed account

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 3,824 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 processes each part during extraction and reconciliation.

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 processes 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 covers your first statement with no credit card, and sharing LedgerBox with a colleague opens enough pages for several more.

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?

LedgerBox encrypts documents in transit and at rest. It isolates each organization. Customer documents do not train a model. Contact LedgerBox to erase stored files.

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 processes 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. No card required.

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Rather not import a file at all? Import statement rows straight into QuickBooks