Truist + QuickBooks: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into QuickBooks? 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, 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 Truist for QuickBooks
Export your converted bank statement as CSV and import directly into QuickBooks via Banking > Upload transactions. BankScan AI formats the columns correctly. 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 QuickBooks
Our AI parses Truist'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
Truist to QuickBooks 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
- 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 Truist Data into QuickBooks
After converting your Truist 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 Truist 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 Truist to QuickBooks Free