Convert Truist Statements to CSV, Excel & QBO
Truist exports CSV for about 18 months, and eStatements stop there too. The statements you saved as PDFs, including old SunTrust and BB&T ones, convert here into clean spreadsheets.
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CapyParse is an independent tool and is not affiliated with, endorsed by, or sponsored by Truist Financial Corporation.
What Truist exports natively, and where it stops
Truist has a working CSV download, but the history windows are tighter than most big banks. Here is what each option covers:
| Format | Where | History | The catch |
|---|---|---|---|
| CSV (spreadsheet) | Account activity download in online banking | Up to 18 months | The file includes redundant columns that usually need reformatting before accounting software accepts it. |
| OFX / QFX | Same download options | Similar windows where offered | One account at a time, and nothing older than the activity window. |
| PDF eStatements | Statements section in online banking | Up to 18 months online | Older statements, including legacy SunTrust and BB&T ones, must be requested from the bank or pulled from your own saved PDFs. |
Truist export behavior as of August 2026.
Truist keeps less history online than most majors, which makes the PDFs you already have the most valuable copy. Statements you saved locally, received from the bank, or inherited from SunTrust and BB&T all convert the same way.
From Truist PDF to spreadsheet in two short steps
Get your statement PDFs from truist.com
- 1Sign in at truist.com and select the account you need.
- 2Open the Statements section and download each monthly eStatement PDF, available for about 18 months.
- 3For older periods, use PDFs you saved locally or request copies from Truist, then upload everything here in one batch.
Convert with CapyParse
- 1Upload the PDFs, digital or scanned, one statement or a whole year in a batch.
- 2Review every extracted transaction next to the original page, with anything unusual flagged for a quick check.
- 3Export CSV, Excel, or QBO. Multi-account statements come out as one clean file per account.
Built for the way Truist prints statements
Truist statements span three generations of layouts: current Truist, legacy SunTrust, and legacy BB&T. CapyParse reads each one as printed:
Legacy SunTrust and BB&T layouts
Statements from before the 2019 merger convert alongside current Truist ones. The extraction adapts to each layout instead of relying on one fixed template.
Clean columns, no cleanup
Where the native CSV ships redundant columns that need manual reformatting, the export comes out import-ready: date, description, amount, and balance.
Card statement groups
Truist Enjoy Cash and other card statements group purchases, payments, credits, fees, and interest. Each transaction keeps its type and direction.
Checks and business statements
Business statements with check images and long sections convert with check numbers, dates, and amounts preserved.
Old SunTrust and BB&T statements still convert
Truist keeps roughly 18 months of eStatements online, so records from the SunTrust and BB&T era usually exist only as PDFs you saved, paper you filed, or copies the bank sends on request. That era is exactly what tax audits, legal matters, and catch-up bookkeeping tend to ask for.
CapyParse converts all three layout generations. Scanned paper statements work too: built-in OCR reads them, and the export comes out in the same clean format as a current Truist statement.
Three formats out, ready for your tools
CSV
Opens directly in Excel and Google Sheets with dates, descriptions, and amounts in separate columns. The universal import format for every accounting tool.
Excel (XLSX)
Native spreadsheet formatting, one sheet per account on combined statements, ready for pivot tables and formulas.
QBO for QuickBooks
A Web Connect file with the financial institution details QuickBooks verifies, so imports work on the first try instead of failing with a bank error.
Review everything before you export
Every extracted transaction appears next to the original statement page, with anything unusual flagged for a second look. Nothing leaves for your books until you have seen it.
50,000+
Pages converted
1,000+
Banks & credit unions
5
Export formats
Uploads are encrypted in transit, only you can access your documents, and you can delete them from your dashboard at any time.
Truist conversion questions
How do I download Truist transactions as a CSV?
Sign in at truist.com, open the account, and use the activity download to export CSV. The export covers up to 18 months and includes redundant columns that usually need cleanup. For older periods or an import-ready file, convert your PDF statements with CapyParse.
How far back can I get Truist statements?
Truist provides about 18 months of eStatements and check images online at no charge. For older statements, contact Truist directly or use PDFs you saved. Any Truist, SunTrust, or BB&T PDF converts with CapyParse regardless of age.
Does this work with old BB&T or SunTrust statements?
Yes. Legacy BB&T and SunTrust PDF statements from before the 2019 merger convert alongside current Truist-branded ones. The extraction adapts to each layout automatically.
Can I convert scanned Truist statements?
Yes. Built-in OCR reads scanned and photographed statements, not just digital PDFs. For best results, scan at 300 DPI or higher.
Can I import Truist statements into QuickBooks?
Yes. Export as QBO (Web Connect) and upload it in QuickBooks under Banking, then Upload transactions. CapyParse fills in the financial institution details QuickBooks checks, so the file imports without the "unable to verify financial institution" error.
Is it safe to upload my Truist statement?
All uploads are encrypted in transit via HTTPS. Your documents are stored securely, only you can access your data, and you can delete any document from your dashboard at any time.
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Converters for other banks
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Start freeCapyParse is an independent tool and is not affiliated with, endorsed by, or sponsored by Truist Financial Corporation.