How to Import Truist Statements into QuickBooks

Truist works with QuickBooks through a live bank feed, an OFX or CSV download for recent history, and a PDF converter for anything older - including legacy SunTrust and BB&T statements from before the merger. Here is how each route works.

Truist was formed from the SunTrust and BB&T merger in 2019, which means long-time customers may have transaction history spread across three different statement formats: legacy BB&T, legacy SunTrust, and current Truist. Getting all of that into QuickBooks requires understanding which route to use for which period. The good news is that once you know the right path for each format, the process is straightforward.

Route 1: Live bank feed in QuickBooks Online

For ongoing bookkeeping, the most efficient setup is connecting Truist directly to QuickBooks Online. New transactions pull in automatically and you categorize them inside QuickBooks at your own pace.

To connect:

• In QuickBooks Online, go to Banking (or Transactions), then click Link account.
• Search for Truist and log in using your Truist online banking credentials.
• QuickBooks will import approximately 90 days of recent transaction history as an initial batch, then sync new activity automatically going forward.

The live feed does not reach back into periods before the connection was set up. If you connect today and need transactions from last year, you will not get those through the feed. Use the export or PDF routes below for historical data.

Route 2: Truist OFX export for QuickBooks Desktop

Truist's activity download includes an OFX file option, which is the standard Web Connect format that QuickBooks Desktop imports natively. This is the cleanest path for QuickBooks Desktop users who need recent Truist history without a live connection.

Exporting from Truist

• Log into truist.com and open the account you want to export.
• Navigate to the account activity or transaction history screen.
• Click Download or Export and select a date range.
• Choose OFX as the file format and download the file.

Importing into QuickBooks Desktop

• In QuickBooks Desktop, go to File, then Utilities, then Import, then Web Connect Files.
• Select the OFX file downloaded from Truist.
• QuickBooks will ask which ledger account to import into - select the matching account and confirm.
• Review the imported transactions and accept them into your register.

Truist's activity download covers a window of recent transaction history. For anything older than the download window, move to the PDF approach below.

Route 3: CSV import into QuickBooks Online

For QuickBooks Online users who prefer not to use a live bank feed, Truist's CSV export is a reliable manual alternative for recent transaction history.

• From Truist's account activity screen, choose CSV or Microsoft Excel as the format and set your date range.
• Download the file.
• In QuickBooks Online, go to Banking, then Upload from file.
• Select the Truist account you are importing into and upload the CSV.
• Map the columns: Date, Description, and Amount. Truist's CSV uses separate debit and credit columns - QuickBooks Online's column mapper will guide you through combining them into a single amount column.
• Review and confirm the import.

Route 4: Convert older Truist PDF statements and import

For any period outside Truist's download window, the official PDF statement is the only source. This includes all history from legacy SunTrust and BB&T periods before the merger transition.

Step 1: Download the PDF from Truist

• Log into truist.com and navigate to the Statements section of your account.
• Find the statement period you need and download the PDF. Truist typically keeps several years of history available, including some statements from the legacy SunTrust and BB&T systems for accounts that migrated.
• Save the PDF locally and repeat for each additional month you need.

If you need legacy SunTrust or BB&T statements that are not accessible through Truist's portal, you may need to contact Truist's customer service to request older records. They can typically provide statements going back several years even for migrated accounts.

Step 2: Extract transactions with a local converter

Truist PDF statements use a formatted table with separate withdrawal and deposit columns, a running balance, and page-level headers. Copying this into a spreadsheet does not produce usable data: columns shift, amounts mix with descriptions, and the balance column creates extra noise.

A PDF converter that understands the Truist statement layout reads the table structure directly and outputs one clean row per transaction: date, description, and a single signed amount (debits negative, credits positive).

Quill parses Truist statement PDFs - as well as legacy SunTrust and BB&T formats - locally on your computer. Drop in the file and it extracts every transaction and exports to CSV ready for QuickBooks. No upload, no cloud account, no bank login required.

Step 3: Import the CSV into QuickBooks

For QuickBooks Online:

• Go to Banking, then Upload from file.
• Select the Truist account and upload the CSV from Quill.
• Map the Date, Description, and Amount columns and confirm the import.
• Review the transactions, apply any rules or categories, and accept them.

For QuickBooks Desktop, the most practical path for CSV data is using the QuickBooks Import Data utility, or entering larger batches via journal entry for small sets of transactions.

Handling legacy SunTrust and BB&T statements in QuickBooks

For customers who lived through the SunTrust and BB&T merger, getting pre-Truist history into QuickBooks requires a bit of extra attention:

Account number changes

During the Truist migration, many account numbers changed. If your QuickBooks ledger was set up under the old SunTrust or BB&T account number, importing transactions from Truist statements under the new number may require mapping to the existing account rather than creating a new one. Check your QuickBooks chart of accounts before importing to make sure you are posting to the right ledger entry.

Matching migrated transactions

If you used a live bank feed in QuickBooks before the merger, the feed may have stopped when Truist migrated the accounts. Any gap period between when the old feed stopped and when you connected Truist is best filled by exporting from Truist's activity download and importing via CSV.

Legacy credit card accounts

SunTrust and BB&T credit cards were migrated to Truist credit cards on different timelines. If you have PDF statements from the legacy card programs, convert them to CSV using a local tool and import them the same way as checking account data. Tag any balance transfer transactions or promotional rate expirations carefully so they do not inflate expense totals.

For a focused guide on getting your Truist statement into spreadsheet format without the QuickBooks import step, see our companion guide on converting Truist PDF statements to CSV.