SG · SGD · Accountants

OCBC Statements for Accountants

OCBC statement PDFs are available via OCBC Online Banking or the OCBC Digital app. Statements include a transaction summary and a detailed transaction list. Clients send bank statement PDFs that need to be in spreadsheet format before you can do anything useful with them. Manual data entry from PDFs is error-prone and wastes billable hours.

Secure Financial Data Processing

Accountants Workflow with OCBC

MintConvert converts any client bank PDF into a clean CSV or Excel file in under 30 seconds — with the exact column structure your accounting workflow expects. For OCBC Bank specifically: OCBC PDFs include a summary of withdrawals and deposits at the top. MintConvert skips the summary section and extracts the full transaction list.

How It Works

  1. Step 1

    Receive OCBC Bank statement PDF from client

  2. Step 2

    Upload to MintConvert — no account setup needed

  3. Step 3

    Download clean CSV or Excel with Date, Description, Debit, Credit, Balance columns

  4. Step 4

    Import directly into QuickBooks, Xero, Tally, or your reconciliation spreadsheet

Why MintConvert

  • OCBC parserOCBC PDFs include a summary of withdrawals and deposits at the top. MintConvert skips the summary section and extracts the full transaction list.
  • AccountantsMintConvert converts any client bank PDF into a clean CSV or Excel file in under 30 seconds — with the exact column structure your accounting workflow expects.
  • SGD preservedAll SGD amounts preserved for accountants workflows.
  • IntegrationsCompatible with QuickBooks Online, Xero, Tally ERP.
  • Privacy firstOCBC Bank PDF deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card required.

Frequently Asked Questions

How do I use OCBC Bank statements for accountants?

Log in to OCBC Online Banking → Banking → Accounts → Select account → Statements → Download PDF. Then upload to MintConvert and download a clean QuickBooks file. MintConvert converts any client bank PDF into a clean CSV or Excel file in under 30 seconds — with the exact column structure your accounting workflow expects.

Which output format is best for accountants with OCBC Bank?

For accountants, QuickBooks (QBO) is recommended. In QuickBooks: Banking → Import → Web Connect. Select your .qbo file. Transactions import directly into your bank register, ready for matching and reconciliation.

Does MintConvert handle OCBC Bank's PDF format for accountants?

OCBC PDFs include a summary of withdrawals and deposits at the top. MintConvert skips the summary section and extracts the full transaction list.

What accountants integrations work with OCBC Bank output?

Compatible with QuickBooks Online, Xero, Tally ERP, Sage, FreshBooks, Wave.

Is my OCBC Bank data safe?

Your OCBC Bank PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.