Truist + FreshBooks: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into FreshBooks? 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 / OFX (Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns) for FreshBooks import.
How BankScan AI Converts Truist for FreshBooks
Convert your bank statement PDF to CSV with BankScan AI, then import into FreshBooks to reconcile invoices and track expenses automatically. 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 FreshBooks
Our AI parses Truist's layout, converts dates to YYYY-MM-DD or MM/DD/YYYY, and outputs CSV / OFX.
Import into FreshBooks
In FreshBooks, go to Banking > Add Account > Import Transactions from File. Upload your CSV or OFX file, map the columns, and import.
FreshBooks Import Tip
Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
Truist to FreshBooks 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
- FreshBooks formatted — Output as CSV / OFX with Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
- Date conversion — Converts MM/DD to YYYY-MM-DD or MM/DD/YYYY automatically
Import Truist Data into FreshBooks
After converting your Truist statement with BankScan AI:
- In FreshBooks, go to Banking > Add Account > Import Transactions from File
- Upload your CSV or OFX file, map the columns, and import
Common Import Issues
FreshBooks limits imports to 500 transactions per file. For longer periods, split into monthly files. OFX import is generally smoother than CSV.
Import Truist into FreshBooks Today
Automatic date conversion (MM/DD to YYYY-MM-DD or MM/DD/YYYY), column mapping, and format validation.
Import Truist to FreshBooks Free