Convert a Truist statement to Excel, CSV or QuickBooks
Truist is BB&T and SunTrust merged, and the statement archive still shows it. If your history spans the changeover, you have two different layouts to convert, not one.
Covers Truist One Checking, Truist Business Checking, Enjoy Cash and Future cards.
Drop a PDF bank statement here
Only pages with transactions count against this.
Review
Example statementHabib Bank Limited · 0441-79002251-03 · 2026-04-01 to 2026-04-30
- Row-by-row running balance
- Page subtotals
- Opening + movement = closing
- Printed credit / debit totals
- Printed credit / debit totals
- Transaction count
Arithmetic only. Verifies that amounts, balances and totals agree. Does not verify descriptions or dates, and cannot detect two errors that cancel out.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| Apr 02, 2026 | IBFT TRANSFER FROM ZAINAB TRADERS / INV-4471 | PKR 185,000.00 | PKR 1,247,350.00 | |
| Apr 03, 2026 | POS PURCHASE 4157 IMTIAZ SUPER MARKET KARACHI | PKR 12,480.00 | PKR 1,234,870.00 | |
| Apr 05, 2026 | UTILITY PAYMENT K-ELECTRIC ACCOUNT 04412297 | PKR 38,640.00 | PKR 1,196,230.00 | |
| Apr 08, 2026 | CHEQUE 000241 CLEARED — AL-NOOR PACKAGING | PKR 220,000.00 | PKR 976,230.00 | |
| Apr 11, 2026 | IBFT TRANSFER FROM MEHRAN ENTERPRISES / PO-8890 | PKR 342,500.00 | PKR 1,318,730.00 | |
| Apr 14, 2026 | SALARY DISBURSEMENT APRIL 2026 — 11 EMPLOYEES | PKR 685,000.00 | PKR 633,730.00 | |
| Apr 17, 2026 | BANK CHARGES — ONLINE TRANSFER FEE | PKR 1,150.00 | PKR 632,580.00 | |
| Apr 21, 2026 | IBFT TRANSFER FROM SIDDIQUI BROTHERS / INV-4488 | PKR 128,750.00 | PKR 761,330.00 | |
| Apr 24, 2026 | POS PURCHASE 9921 TOTAL PARCO FUEL STATION | PKR 18,900.00 | PKR 742,430.00 | |
| Apr 28, 2026 | PROFIT CREDITED — SAVINGS ACCOUNT | PKR 4,318.00 | PKR 746,748.00 | |
| Closing balance10 transactions | PKR 746,748.00 | |||
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A year of history can be three different statement layouts
Bookkeepers catching up on a Truist account frequently have legacy SunTrust statements, legacy BB&T statements, and current Truist statements in the same folder — sometimes across a single financial year. They are different documents with different column orders, and a conversion set up for one produces confident nonsense on another. Convert and check each layout family separately rather than assuming a run of statements is uniform. Account numbers changed at migration too, so the older PDFs carry a number that no longer matches the account in your books, and any import matching on account number will refuse them.
How a Truist statement is laid out
Worth checking against the statement in front of you — Truist issues more than one layout, and which you have changes what to look for after converting.
| Date format | MM/DD |
|---|---|
| Running balance | Present on current Truist checking statements |
| Amount columns | Separate deposits and withdrawals |
| Legacy statements | Pre-merger BB&T and SunTrust statements use different layouts and different column orders |
| Account numbers | Changed for many customers at migration; older statements carry the legacy number |
Downloaded activity and statements are not the same thing
Every large US bank offers two different exports, and people reach for the wrong one constantly. Downloadable account activity — CSV, and often QFX or OFX — covers a recent window, typically a few months, and stops. Statements are PDFs, are issued per period, and go back years. If you need last March, the activity export will not have it and the statement will; converting the PDF is how that gap is closed.
CSV for Truist
Where several statement layouts are in play, CSV is the format to review in — checking one file per layout family is quicker than discovering the problem after import.
Convert to CSVQuestions
- My older statements convert differently from the recent ones. Is that expected?
- Yes, if they predate the merger. Legacy BB&T and SunTrust statements are different documents from current Truist ones.
- The account number on my old statements does not match my books. Why?
- Many account numbers changed at migration. Anything matching on account number — a QBO import in particular — will refuse a statement carrying the legacy one.
- Can I convert a whole year in one go?
- If the statements share a layout, yes. Across the changeover, convert each family separately and check the first of each before doing the rest.