Truist + Clear Books: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into Clear Books? Truist uses MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Truist for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
How It Works
Upload your Truist PDF
Drag and drop your Truist statement. Supports PDF with MM/DD handling.
AI converts for Clear Books
Our AI parses Truist's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Truist to Clear Books Features
- Truist optimised — Trained on Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance with MM/DD parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts MM/DD to DD/MM/YYYY automatically
Import Truist Data into Clear Books
After converting your Truist statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Truist into Clear Books Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Truist to Clear Books Free