Convert your Truist statement to Excel, QBO & Xero
Checking and savings statements convert to a reconciled Excel file, QuickBooks CSV, or Xero CSV in about a minute: free, no signup, no watermark.
Convert a statement
Tap to upload a statement or a photo of oneDrag & drop a statement, or click to browse
PDF, JPG, or PNG, up to 25MB
What we extract from a Truist statement
Truist is a checking-and-savings entry in our template library rather than a credit card one, so the template is built around a deposit-account layout: deposits, withdrawals, transfers, and running balances.
One layout detail worth calling out is how Truist presents balances: often as an "as of" figure tied to a specific date rather than a single end-of-statement total. Our Truist template reads that date-anchored balance presentation directly instead of assuming the last balance on the page is always the closing balance, so the balance your export is checked against is the one Truist actually meant.
The reconciliation check compares against those dated "as of" figures, not a guessed end-of-page total.
How far back Truist statements go online
Truist keeps deposit-account statements available to view and download for up to 7 years, and credit card statements for up to 2 years. For a checking or savings account, that makes the statement PDF the longest record you can still pull up yourself.
Converting those PDFs gets several years of Truist activity into Excel, QuickBooks CSV, or Xero CSV, one statement at a time, or several at once with bulk upload on a paid plan, each one checked against the balance Truist printed.
Checked October 3, 2026 on Truist's own pages: Truist: statement availability by product.
Exports and retention
Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV, free up to 3 pages a day with no signup and no watermark. Scans, photos, and password-protected PDFs work, and your file is deleted the moment parsing completes: see our security page, or a sample export.
Truist statement conversion: FAQ
How does the conversion handle Truist's "as of" balance format?
Truist statements often print a balance "as of" a specific date rather than a single closing total. Our template reads that date-anchored presentation directly, so the reconciliation check compares against the balance Truist actually meant.
Does this work for Truist savings statements as well as checking?
Yes, both checking and savings statement layouts are supported.
Can I convert a scanned Truist statement?
Yes. Scanned PDFs and photos (JPG or PNG) of Truist statements are OCR'd automatically before extraction.
Is the QuickBooks export free for Truist statements?
Yes. QuickBooks CSV (3-column and 4-column), Xero CSV, and Excel are all available on the free tier, no signup required.
Ready to convert your Truist statement?
Other bank statements we convert
See all supported banks →Statement Balance is an independent tool and is not affiliated with, endorsed by, or sponsored by Truist. Truist and its logo are trademarks of their respective owners.
Last updated July 22, 2026.