Convert a Truist online banking CSV export into a QuickBooks .qbo file. Skip the paid Truist QuickBooks feed and import a clean Web Connect file instead.
No account needed for your first conversions. We never store your bank login.
Short answer: Download your Truist activity as a CSV, upload it here, and the converter returns a QuickBooks Web Connect (.qbo) file. QuickBooks Online imports the .qbo directly and QuickBooks Desktop reads it through File, Utilities, Import, Web Connect Files. Truist charges a monthly fee for its automated QuickBooks connection, while the CSV download costs nothing, so converting the CSV is the free route into either version.
It handles exports from Truist personal checking and savings, Truist One Banking, Truist business checking, and the legacy BB&T and SunTrust accounts that were migrated onto the single Truist online banking platform.
The converter gives you the same clean .qbo the paid connection would deliver, without the subscription and without depending on a bank feed that has been unreliable since the merger.
| Method | Works with QuickBooks Online | Works with QuickBooks Desktop | Monthly cost | Best for |
|---|---|---|---|---|
| Convert the Truist CSV to a .qbo (this tool) | Yes, upload the .qbo | Yes, Import Web Connect file | No bank fee | Any Truist account, history beyond the feed window, and accounts still broken from the BB&T or SunTrust migration |
| Upload the raw CSV to QuickBooks Online | Yes, with manual column mapping | No native CSV transaction import | No bank fee | One small file, once you map columns and fix the date format |
| Truist automated QuickBooks connection | Yes | Yes, with Direct Connect | About $15 per month, per Truist | Hands off daily sync, if you accept the fee and the connection stays healthy |
Built for the CSV and Excel exports US banks and cards actually send, checked before it exports.
The converter adds up the transactions it parsed and matches that to your file total before you export, so nothing is silently dropped.
Valid OFX 1.02 with QuickBooks Web Connect headers. Online and Desktop import it as a standard bank feed.
Date, description, and amount are detected for you, so you skip QuickBooks' strict 3-column and 4-column CSV layout.
Bulk upload for catch-up and cleanup work. Each file gets its own reconciliation check and its own exports.
Mixed date formats, currency symbols, and stray commas that break a raw CSV import are cleaned up before the .qbo is built.
One conversion, three files: the .qbo for QuickBooks, an XLSX to review, and a CSV for everything else.
Three steps. No column-mapping wizard.
Drag in a CSV, XLS, or XLSX export from your bank, credit card, or accounting tool. Any column order is fine.
Every transaction is parsed and checked against your file total. You see the rows before exporting.
Download the .qbo and import it as a Web Connect bank feed. Excel and CSV are in the same download.
The specifics that decide whether the import is clean. If your case is not here, message us in chat.
Sign in to Truist online banking on a desktop browser, open the account, and use the download button above the transaction list. Pick your date range and keep the file type set to CSV, which is what Truist recommends. Upload that CSV here. The converter reads the date, description, and amount columns, checks the totals against your file, and returns a .qbo ready to import.
Log in at truist.com, click the account to open the current transactions view, then click the download button. Truist offers the most recent 30 or 60 days as a shortcut, or a custom date range, and the file type defaults to CSV. Save the file and convert it. The download lives on the desktop site rather than the mobile app.
Yes. Since the BB&T merger, Truist charges roughly $15 per month for the automated connection that feeds transactions into QuickBooks Online. Adding the account manually is free, and so is downloading your activity as a CSV. Converting that free CSV into a .qbo gets the same transactions into QuickBooks without the recurring charge, which is why a lot of Truist business customers stopped paying for the feed.
When BB&T and SunTrust accounts moved onto the single Truist platform, the underlying account and routing identifiers changed, and many QuickBooks connections broke and would not re-link. The QuickBooks community has years of reports of Truist transactions not loading. Until the connection is rebuilt, a downloaded CSV converted to a .qbo brings the transactions in without touching the feed at all.
For the direct .qbo download, yes. Truist requires you to switch on the accounting software download in online banking under Profile and Settings before QuickBooks can pull a Web Connect file, which is a step most banks leave on by default. The CSV export needs no such setting, so converting the CSV skips the enrollment entirely.
No. QuickBooks Desktop has no native CSV transaction import. Its only transaction import path is Web Connect, which accepts .qbo files, so a Truist CSV has to be converted first. QuickBooks Online will take a CSV, but it asks you to map columns on every upload and it will not fix Truist date formatting or the split of debits and credits on its own.
Truist CSV exports include columns QuickBooks does not expect, such as the running balance and a separate transaction type. QuickBooks Online accepts either a three column layout of date, description, and amount, or a four column layout that splits credit and debit, and it caps a single upload at 350 KB. The converter drops the extra columns, normalizes the dates, and writes the amounts with the correct sign.
Truist online banking generally shows around 18 months of activity, and the download offers the last 30 days, the last 60 days, or a custom range within that history. The bank feed, when connected, typically reaches back only about 90 days. To rebuild older books, pull the CSV for each range you need and convert each one.
Yes. Truist business checking and Truist One Banking accounts download the same CSV structure as personal accounts, and both convert the same way. Legacy BB&T and SunTrust accounts that now sit on the Truist platform export from the same screen, so their files convert without any extra step.
QuickBooks caps a single CSV upload at 350 KB, roughly 1,000 transactions, which is why a busy quarter fails to upload as a spreadsheet. A .qbo file has no equivalent cap. If you are converting several accounts or a full year of history, run them together with the bulk CSV to QBO converter instead of uploading files one by one.
Upload a CSV or Excel export, get a QuickBooks-ready .qbo back in seconds. No card to try it.
Yes, and the accuracy check is the point. Before the .qbo downloads, the converter adds up every transaction it parsed and compares that total to the total in your Truist CSV. If a row is missing or misread, you see it in the preview rather than during reconciliation. Working from another bank? Use the CSV to QuickBooks Online converter for any account, follow the Desktop path on CSV to QuickBooks Desktop, turn a spreadsheet into a .qbo with the Excel to QBO converter, or weigh the options on the best CSV to QBO converter roundup. Regional neighbors are covered by the PNC CSV to QBO converter and the TD Bank CSV to QBO converter. For the long form walkthrough, read Truist CSV to QuickBooks, and for the import step see how to import a QBO file into QuickBooks.
For the solo bookkeeper running a monthly close in QuickBooks.
USD / month
billed $288 yearly
For a firm or finance team converting across many clients and currencies.
USD / month
billed $888 yearly
For multi-bookkeeper firms managing many client books at scale.
USD / month
billed $2,988 yearly
