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Truist Statements for Bookkeepers

Truist Bank (formerly BB&T and SunTrust) statement PDFs are downloadable via Truist Online Banking. Both legacy account formats are supported. Different clients bank with different institutions — each bank PDF has a different layout. Manually copying transactions is the biggest time sink in bookkeeping.

Secure Financial Data Processing

Bookkeepers Workflow with Truist

MintConvert handles 23 banks across 8 countries with a single upload flow. Drop the PDF, get clean columns — regardless of which bank issued the statement. 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

  1. Step 1

    Client sends PDF (any supported bank)

  2. Step 2

    Upload to MintConvert — processing takes under 30 seconds

  3. Step 3

    Download CSV or Excel with consistent column structure across all banks

  4. Step 4

    Import into your bookkeeping software for reconciliation

Why MintConvert

  • Truist parserTruist 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.
  • BookkeepersMintConvert handles 23 banks across 8 countries with a single upload flow. Drop the PDF, get clean columns — regardless of which bank issued the statement.
  • USD preservedAll USD amounts preserved for bookkeepers workflows.
  • IntegrationsCompatible with QuickBooks Online, Xero, Wave.
  • Privacy firstTruist Bank PDF deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card required.

Frequently Asked Questions

How do I use Truist Bank statements for bookkeepers?

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 handles 23 banks across 8 countries with a single upload flow. Drop the PDF, get clean columns — regardless of which bank issued the statement.

Which output format is best for bookkeepers with Truist Bank?

For bookkeepers, 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 bookkeepers?

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 bookkeepers integrations work with Truist Bank output?

Compatible with QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books.

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.