Truist Statements for Accountants
Truist Bank (formerly BB&T and SunTrust) statement PDFs are downloadable via Truist Online Banking. Both legacy account formats are supported. 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.
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Secure Financial Data Processing
Accountants Workflow with Truist
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 Truist Bank specifically: Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
How It Works
Step 1
Receive Truist Bank statement PDF from client
Step 2
Upload to MintConvert — no account setup needed
Step 3
Download clean CSV or Excel with Date, Description, Debit, Credit, Balance columns
Step 4
Import directly into QuickBooks, Xero, Tally, or your reconciliation spreadsheet
Why MintConvert
- Truist parser — Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
- Accountants — 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.
- USD preserved — All USD amounts preserved for accountants workflows.
- Integrations — Compatible with QuickBooks Online, Xero, Tally ERP.
- Privacy first — Truist Bank PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Truist Bank statements for accountants?
Log in to Truist Online Banking → Account Services → Statements → Select account and period → 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 Truist 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 Truist Bank's PDF format for accountants?
Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
What accountants integrations work with Truist Bank output?
Compatible with QuickBooks Online, Xero, Tally ERP, Sage, FreshBooks, Wave.
Is my Truist Bank data safe?
Your Truist Bank PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
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