TD Bank + QuickBooks: Bridge the Gap
Need to get your TD Bank (US) bank statement into QuickBooks? TD Bank uses MM/DD and straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns — which needs converting to CSV (Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in) for QuickBooks import.
How BankScan AI Converts TD Bank for QuickBooks
Export your converted bank statement as CSV and import directly into QuickBooks via Banking > Upload transactions. BankScan AI formats the columns correctly. TD Bank US statements use a straightforward layout with daily balances and categorized transactions. BankScan AI handles both personal and business TD Bank statement formats.
How It Works
Upload your TD Bank PDF
Drag and drop your TD Bank statement. Supports PDF with MM/DD handling.
AI converts for QuickBooks
Our AI parses TD Bank's layout, converts dates to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts, and outputs CSV.
Import into QuickBooks
In QuickBooks Online, go to Banking > select your account > Link account > Upload from file. Select the CSV from BankScan AI, map the columns (Date, Description, Amount), and import.
QuickBooks Import Tip
Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in
TD Bank to QuickBooks Features
- TD Bank optimised — Trained on TD Bank's straightforward chronological layout with Date, Description, Withdrawals, Deposits, and Balance columns with MM/DD parsing
- QuickBooks formatted — Output as CSV with Date, Description, Amount — QuickBooks expects a single amount column where negative values are money out and positive values are money in
- Date conversion — Converts MM/DD to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts automatically
Import TD Bank Data into QuickBooks
After converting your TD Bank statement with BankScan AI:
- In QuickBooks Online, go to Banking > select your account > Link account > Upload from file
- Select the CSV from BankScan AI, map the columns (Date, Description, Amount), and import
Common Import Issues
QuickBooks rejects files with more than 350 rows per import — split large statements. Also fails if the Amount column contains currency symbols or commas.
Import TD Bank into QuickBooks Today
Automatic date conversion (MM/DD to DD/MM/YYYY for UK accounts, MM/DD/YYYY for US accounts), column mapping, and format validation.
Import TD Bank to QuickBooks Free