How to Convert SoFi Statement to QuickBooks
Follow this simple guide to convert your SoFi bank statement PDF into a clean QuickBooks file. Import transactions into QuickBooks Online or Desktop via CSV export.
What You'll Need
- A PDF bank statement from SoFi (with selectable text, not a scanned image)
- A Statement Pro account (sign up free)
Step-by-Step Guide
Download Your SoFi Statement
Log in to your SoFi online banking account and navigate to your statements section. Download the statement you want to convert as a PDF file.
Tip: In the SoFi app, tap 'Bank' from the bottom menu, then tap the settings gear icon and select 'Documents' or 'Statements.' Choose the statement period and download the PDF. On sofi.com, log in and go to your banking section, then find the Statements or Documents link. SoFi combines checking and savings activity in a single account statement. Vault sub-accounts may appear as transfers on your statement. SoFi keeps statements available for the life of your account.
Upload to Statement Pro
Go to the upload page and drag-and-drop your PDF or click to select it. Statement Pro automatically detects SoFi statements and begins extracting transactions immediately.
Download Your QuickBooks File
Once processing is complete, click the download button to get your QuickBooks file. All transaction dates, descriptions, and amounts are preserved accurately and ready for use in your favorite spreadsheet or accounting application.
SoFi FAQ
No. SoFi uses a combined Checking and Savings account, so one statement covers both. Vault transfers (money moved into savings goals) appear as transactions on the same statement. Statement Pro handles this combined format.
SoFi statements include direct deposits, debit card purchases, ACH transfers, Vault transfers, peer-to-peer payments, and interest credits. All of these are extracted into the CSV.
SoFi became a bank holding company in 2022 when it acquired Golden Pacific Bancorp. SoFi Bank, N.A. is FDIC-insured. Their statement PDFs are standard banking documents that Statement Pro can convert.
In the SoFi app, tap 'Bank,' then the settings gear icon, and select 'Documents' or 'Statements.' On desktop, log in to sofi.com and navigate to the banking section to find your statements.
Related Guides for SoFi
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