Convert Truist CSV to QuickBooks (.QBO)
Works with Truist CSV and Excel exports Nothing uploaded
Truist (the SunTrust + BB&T merger) lets you download transactions from its online banking as a CSV, with the file type defaulting to CSV when you hit Download on an account's activity. What it does not hand you is a QuickBooks Web Connect .QBO file, so the CSV is where most bookkeepers start, and stall.
Truist's CSV is unusually verbose. It typically carries both a Posted Date and a Transaction Date (often identical), plus a long Full description and a separate Merchant name field. Truist also revised its CSV layout in late 2025, so older instructions may not match what you download today. QuickBooks Online wants a lean Date/Description/Amount shape, and QuickBooks Desktop can't read CSV at all, so a straight import fails or maps the wrong columns.
QBO Maker reads whichever date and description fields Truist gives you, normalizes the amount sign, and outputs a clean, importable .QBO file. The whole conversion happens locally in your browser, so your Truist data is never uploaded. Convert a Truist export now.
.QBO QuickBooks accepts. For Truist, its dates are usually MM/DD/YYYY, and amounts arrive as a single signed column (negative for debits), both detected automatically.A typical Truist export has columns like Posted Date, Transaction Date, Full description, Merchant name, Amount, Balance and uses MM/DD/YYYY dates. QBO Maker auto-detects these, just confirm the mapping.
How to import Truist statements into QuickBooks
- Export your transactions from Truist online banking as CSV or Excel.
- Open the QBO Maker converter and drop the file in.
- Confirm the auto-detected date, amount (or separate debit/credit) and description columns.
- Choose .QBO as the output and click download.
- In QuickBooks Online: Transactions → Bank transactions → Upload from file, then select the .QBO. In Desktop: Banking → Bank Feeds → Import Web Connect File.
Truist-specific things to watch for
- Two date columns: Truist exports both Posted Date and Transaction Date (usually the same). The converter uses the posted date so your QuickBooks dates line up with the statement.
- Description split across fields: Full description and Merchant name are separate columns, QBO Maker combines them into one clean transaction memo.
- Layout changed in late 2025: Truist updated its CSV format, so column order/names may differ from older guides; the converter detects the headers rather than assuming a fixed order.
- No native .QBO: Truist provides CSV (and PDF statements) but not a Web Connect file for QuickBooks, which is why a conversion step is required.
QuickBooks Online vs Desktop
QuickBooks Online: Transactions → Bank transactions → Upload from file → choose your .QBO. QuickBooks Desktop: Banking → Bank Feeds → Import Web Connect File. Desktop is stricter about the bank ID, Truist's routing number is often 061000104, which we prefill when you open the converter from this page.
Frequently asked questions
Why does my Truist CSV fail to import into QuickBooks?
Truist packs in extra columns, two date fields plus separate description and merchant fields, that don't match QuickBooks Online's required Date/Description/Amount layout, and QuickBooks Desktop can't read CSV at all. Converting to a real .QBO file with QBO Maker removes the guesswork.
Which Truist date column should QuickBooks use?
Posted Date is the safest choice because it matches your statement and reconciliation. QBO Maker defaults to the posted date, and the resulting .QBO carries one clean date per transaction.
Does Truist offer a QuickBooks .QBO or Web Connect download?
No. Truist offers CSV downloads and PDF statements, but not a downloadable Web Connect .QBO file. Exporting CSV and converting it is the dependable manual route for both QuickBooks Online and Desktop.
My Truist export looks different from older tutorials, is that a problem?
No. Truist refreshed its CSV layout in late 2025, so column names and order may differ. QBO Maker reads the actual headers in your file instead of assuming a fixed format, and on Pro you can save a Truist template so future files convert the same way.
Convert your Truist statement now
Free, in your browser, nothing uploaded. We will prefill the Truist routing number for you.
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