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Truist statement formats: CSV, QFX, QBO and PDF
Truist says small business online banking lets you download or print up to 18 months of account history and connect accounting software such as QuickBooks. When a period is outside that window, or you only have the PDF, CSVLedger converts the Truist PDF statement to Excel, CSV, QBO or Xero CSV in your browser and checks the totals against the printed balances.
Updated October 29, 2026
Sourced from Truist's own help pages, checked October 29, 2026. Anything we could not confirm on an official page is marked "not verified".
What Truist offers
| Item | Truist |
|---|---|
| Native download formats | Not verified on a Truist page |
| How far back (transaction download) | Small business: download or print up to 18 months of history |
| PDF statements online | Not verified |
| Mobile app | Not verified |
Official sources (checked October 29, 2026):
Not verified
- Which file formats Truist offers (third-party guides mention CSV, QFX and QBO; not confirmed on a Truist page).
- Download history for personal accounts.
What a Truist PDF statement contains
Checking and savings statements must show, under the CFPB's Regulation E (12 CFR 1005.9(b)): the amount and date of each electronic transfer, its type, the account number, fees, and the balance at the beginning and close of the period. Those opening and closing balances are what CSVLedger reconciles against.
These are legal minimums, not a description of this bank's exact layout. We have not verified the layout against real statements from this bank.
Common pitfalls
- History older than 18 months has to come from PDF statements.
- Statements downloaded from online banking are text PDFs and convert directly. Scanned or photographed paper statements have no text layer and are not supported yet.
Convert a Truist PDF statement with CSVLedger
- Download the statement PDF from Truist online banking.
- Open the converter for the format you need: Excel, CSV, QBO, Xero CSV.
- Drop the PDF. It is read in your browser and not uploaded.
- Check the badge: Reconciled means opening balance + credits − debits equals the printed closing balance (method).
- Download, then import (QuickBooks Online, Xero).
CSVLedger has no per-bank template and we have not tested every Truist layout; the reconciliation check is what tells you whether a particular statement was read correctly. See all banks in the US bank statement format guide.
Frequently asked questions
Can I download Truist transactions as CSV or QBO?
Not verified on a Truist page. Source: Truist: Small business online banking (https://www.truist.com/small-business/online-banking), checked October 29, 2026.
How far back can I download Truist transactions?
Small business: download or print up to 18 months of history. For older periods use the PDF statements (not verified).
How do I convert a Truist PDF statement to Excel?
Download the PDF from Truist online banking and drop it into CSVLedger. It is converted in your browser, reconciled against the opening and closing balances, and exported as Excel, CSV, QBO or Xero CSV.