Convert Truist Bank Statement to CSV - Free Tool (2026)

Truist is the 9th largest bank in the United States with over $548 billion in assets and 1,900+ branches across 18 states. Formed from the 2019 merger of BB&T and SunTrust, Truist serves millions of customers across the Southeast and Mid-Atlantic. Whether you're reconciling a Truist One Checking account, categorizing business expenses, or importing transactions into QuickBooks, this guide covers every method for getting your Truist statement data into CSV, Excel, or QBO format.

Can You Download CSV Directly from Truist?

Yes - with caveats. Truist online banking lets you download transaction history as a CSV file by selecting a date range from your account page.

However, Truist's built-in CSV export has several limitations:

• 18-month cap: The CSV download only covers the last 18 months of transactions. Anything older requires contacting the bank or converting saved PDF statements.
• Redundant columns: Truist's CSV includes both a "Full description" and "Merchant name" column, plus duplicate "Posted Date" and "Transaction Date" fields. Most accounting software only needs one of each.
• No QBO or Excel export: Truist's native download is CSV only. There's no option for QBO (QuickBooks) or Excel (.xlsx) format directly from the bank.
• Format changes: Truist changed their CSV layout in late 2025, so older guides and column-mapping templates may no longer work correctly.

For anything beyond 18 months - or when you need the exact data from an official statement PDF - you'll need to convert the PDF itself.

Truist Statement Formats and Quirks

Before you convert, it helps to understand how Truist structures its statements. The format varies by account type - and legacy BB&T/SunTrust statements look different from current Truist ones.

Key things to know: Truist's CSV export includes both a "Posted Date" and "Transaction Date" that are usually identical. The CSV also has both "Full description" and "Merchant name" fields - you typically only need one as your payee column. Business accounts may use separate debit/credit columns instead of a single signed amount.

Convert Truist PDF to CSV with CapyParse (Step-by-Step)

Here's how to convert any Truist statement PDF into a clean CSV, Excel, or QBO file using CapyParse:

BB&T and SunTrust Legacy Statements

Truist was formed in December 2019 from the merger of BB&T and SunTrust - two of the largest regional banks in the Southeast. If you have statement PDFs from before the merger, here's what to know:

BB&T Statements

Legacy BB&T statements used a different layout than current Truist statements. Column order, date formatting, and section headers may differ. CapyParse's AI extraction recognizes BB&T statement patterns and extracts transactions correctly regardless of the layout differences.

SunTrust Statements

SunTrust statements had their own format conventions, including different transaction categorization and summary sections. CapyParse handles SunTrust PDFs the same way - upload the PDF and get clean, normalized output in your preferred format.

Account numbers and routing numbers were preserved during the merger for most customers, so you can match legacy statements to your current Truist account for continuous recordkeeping.

Truist Business Accounts

Truist offers several business checking options including Simple Business Checking, Dynamic Business Checking, and Community Checking for nonprofits. Business account statements often include additional detail:

• Separate debit/credit columns instead of a single signed amount
• Account analysis sections with monthly fee calculations and service charges
• Cash deposit details and wire transfer breakdowns

CapyParse extracts all transaction data from business statements and normalizes it into a consistent format, regardless of whether the statement uses single-column or split debit/credit layout.

Import Into QuickBooks, Excel, or Google Sheets

QuickBooks

Export your Truist statement as a QBO file from CapyParse and import it directly into QuickBooks via Banking > Upload transactions. Or use the CSV export and map the columns manually. Since Truist doesn't offer native QBO download, CapyParse is the simplest way to get Truist data into QuickBooks. For a detailed walkthrough, see our guide on importing bank statements into QuickBooks.

Excel and Google Sheets

The CSV export opens directly in Excel or Google Sheets. All transaction fields - date, description, amount, balance - appear in separate columns, ready for sorting, filtering, pivot tables, or custom formulas. The Excel (.xlsx) export is also available if you prefer native spreadsheet formatting.

Need to convert QBO or OFX files instead? Check out our QBO to CSV conversion guide.

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