Convert SoFi bank statement PDF to QuickBooks
Turn your SoFi PDF bank statement into an OFX file you can import straight into QuickBooks. Accurate, secure, and ready for accounting in seconds. SoFi Checking & Savings statements convert with full detail.
Convert your SoFi statement
No signup for the free preview. Files are deleted after processing.
How to convert a SoFi statement to QuickBooks
- Download the PDFGet your SoFi statement from online banking.
- Upload itDrop it into the converter above — single or multi-page.
- Download QuickBooksAn ofx file you can import straight into quickbooks, with date, description, amount and balance.
Frequently asked questions
How do I convert a SoFi statement to QuickBooks?
Upload your SoFi PDF statement, and LedgerLift returns an OFX file you can import straight into QuickBooks with date, description, amount and balance columns — usually in seconds.
Can I export my SoFi statement to QuickBooks?
Yes. SoFi doesn't export to QuickBooks directly, so download the statement as a PDF and convert it here — no manual copying.
How do I download my SoFi statement as a PDF?
In SoFi online banking, open Statements & Documents, choose the period, and download the PDF — then upload it here.
Is it accurate?
Every statement is reconciled against its running balance, and any row we're unsure about is flagged for review rather than silently guessed.
Is my data secure?
Files are encrypted in transit and deleted automatically after processing. We never sell or share your financial data.
Which SoFi accounts are supported?
Checking, savings and credit-card SoFi statements in PDF format, including multi-page statements.