Convert Truist Statements to CSV & Excel
Upload a Truist PDF — checking, savings, or One Card — and download a spreadsheet with one row per transaction. Works with older BB&T and SunTrust layouts too. Free to start.
Convert Truist Statement FreeTruist at a Glance
Why Truist PDFs Need a Converter
Truist.com can export recent activity, but the official monthly PDF is what CPAs and QuickBooks reconciliations expect. Withdrawals and deposits sit in separate columns. A generic PDF-to-Excel tool leaves those as text or flips the sign. StatementKit writes one signed Amount column and YYYY-MM-DD dates.
Truist Statement Format
- Checking and savings print Date, Description, Withdrawals, Deposits, and Balance.
- Zelle, ACH, and wires keep the counterparty name in the description.
- Legacy BB&T / SunTrust PDFs from before the merger still convert.
- Credit cards (Truist One, Enjoy) add a post date — see the card converter.
How to Convert a Truist Statement
- In Truist Online Banking, open Statements and download the monthly PDF.
- Upload it to StatementKit (free plan, no credit card).
- Download Excel or CSV for QuickBooks.
Frequently Asked Questions
Does this work with old BB&T or SunTrust PDFs?
Yes. Those layouts use the same withdrawal/deposit table. Upload them like any Truist statement.
Can I import the CSV into QuickBooks?
Yes. Dates are YYYY-MM-DD and amounts are numbers, which QuickBooks Online’s “Upload from file” expects.
What about Truist business accounts?
Business checking PDFs use the same core table. Multi-page statements drop repeated headers.