Does it work with QuickBooks and Xero?

Yes. Export to CSV or Excel and import into QuickBooks Online or Xero. You can choose oldest-first ordering, which is what both expect when importing bank transactions.

How to Convert a Chase Bank Statement to Excel (2026)

Chase sends statements as PDFs, but your bookkeeping lives in a spreadsheet — or in QuickBooks or Xero. Retyping a month of transactions by hand is slow and a great way to introduce errors right where you can least afford them. This guide shows you how to turn a Chase PDF statement into a clean Excel (.xlsx) or CSV file in seconds, free, with no software to install.

Why convert your Chase statement to a spreadsheet?

Bookkeeping in QuickBooks or Xero: import a CSV of transactions instead of keying each one in.
Tax prep: sort and filter a full year of transactions for Schedule C or your accountant.
Expense analysis: drop the data into a pivot table to see where the money actually went.
Reconciliation: match your books against the bank with a clean, sortable list.

Step-by-step: Chase PDF to Excel

Download the statement from Chase

Sign in at chase.com (or the Chase Mobile app), open your account, and go to Statements & documents. Download the month you need as a PDF. Both personal and Chase business checking statements work.

Upload it to the converter

Open our converter and drag in the PDF. The bank and statement layout are detected automatically — you don't need to pick a template.

Check the preview, then download

Review the extracted rows and the reconciliation badge, choose newest-first or oldest-first ordering, and download as Excel or CSV — ready for QuickBooks, Xero, or any spreadsheet.

What a Chase statement looks like (and why it matters)

Chase statements have a layout that trips up generic PDF-to-Excel tools. Knowing the shape is what makes a clean conversion possible:

Dates in MM/DD/YYYY and amounts as 1,234.56 (comma thousands, dot decimal).
Transactions split into separate sections — Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals, Fees — instead of one running list.
Often no running balance on each row; the balances appear in an account summary and a separate Daily Ending Balance table.
Long descriptions that wrap onto a second line, which naive parsers split into the wrong rows.

Reconciled, not guessed

Because Chase statements often have no per-row balance, we verify them against their control totals: the deposits, withdrawals and fees we extract must add up from the beginning balance to the ending balance printed on your statement. If they don't foot exactly, the conversion is flagged for review rather than handed to you as if it were correct. That check is shown in the preview before you download — so you import numbers you can trust.

Importing into QuickBooks and Xero

QuickBooks Online

In QuickBooks Online, go to Transactions → Bank transactions → Upload from file, and select the CSV you downloaded. Map Date, Description, and Amount when prompted. Choose oldest-first order in the converter so transactions import in the sequence QuickBooks expects.

Xero

In Xero, open the bank account and choose Manage Account → Import a Statement. Upload the CSV and match the Date, Amount, and Payee/Description columns. A single negative Amount column (debits negative, credits positive) imports cleanly — which is exactly how the export is structured.

Frequently asked questions

Is it free to convert a Chase statement to Excel?

Yes — free to start, no signup or card required. A typical monthly statement is a few pages, so most personal users never hit the free limit.

How do you make sure the numbers are correct?

Every conversion is checked against the statement's own figures: the extracted deposits, withdrawals and ending balance must reconcile to the printed totals. You see the result before downloading, and rows that don't reconcile are flagged — we never present unverified numbers as final.

Is my data safe?

Files are encrypted in transit, processed in the EU, and deleted within 24 hours. We never permanently store your transactions, and the service is GDPR compliant.

What about a scanned (image) statement?

Conversion works best with text-based PDFs downloaded from chase.com. If you only have a scan, download a fresh digital copy from online banking for the cleanest result.