How To Convert State Street Bank Statement To Excel, CSV, And QBO In 1 Minute Or Less

State Street Bank only lets you download statements in PDF format, with no option for a CSV file.

For accounting work, this can be a real hassle. You’re stuck typing each transaction into a spreadsheet, which is slow and easy to mess up. Just one mistyped entry can throw off your whole audit.

Luckily, there’s an easier way around this. In this article, we’ll walk you through how to convert State Street Bank statement to Excel using a bank statement converter, saving you time and reducing errors.

Step 1: Upload State Street Bank Statement to DocuClipper

Log into your DocuClipper account to start converting your State Street Bank statement. If you’re new to DocuClipper, you can sign up for a free trial.

Click on convert bank and credit card statements

Once you’re in, go to the “Convert” section designed specifically for bank and credit card statements.

Upload your State Street PDF statements by simply dragging and dropping the files—DocuClipper even lets you upload multiple statements at once. For easy organization, you can label files with tags or custom names.

Email address for uploading bank Statements

Alternatively, you can email your statements directly to a unique DocuClipper address found in your settings. Once uploaded, your files will appear under “Converted Files” and will be ready for bank statement conversion to Excel.

Step 2: Analyze State Street Bank Statement

After uploading, DocuClipper displays your original State Street statement next to the extracted data in a spreadsheet format, making it easy to review.

This side-by-side view allows you to quickly check each bank transaction for discrepancies in amounts, dates, or totals—helping you catch any bank errors early.

If you’re working with scanned paper statements, take extra care to review for potential scanning errors that could affect accuracy. This step ensures all transaction data is correct before moving on.

Step 3: Reconcile State Street Bank Statements

After reviewing, DocuClipper will automatically reconcile your State Street Bank statement. If any discrepancies are found, the statement will be marked as incomplete in the bank statement reconciliation process.

You can resolve issues by adjusting transaction details like amounts, dates, or descriptions—just click the arrow next to each entry.

If you need more transactions, click “Add Transaction,” enter the details, and confirm all credits and debits are categorized correctly. Once everything is adjusted, your State Street statement will be fully reconciled and ready for export.

Step 4 Export State Street Bank Statement to Excel, CSV, QBO

With your State Street bank statement fully reconciled, you’re ready to export it to Excel, CSV, or QBO. Simply click “Download” and choose your preferred format to start the export.

download state street bank statement as spreadsheet

Export State Street Bank Statement to Excel

To export your State Street Bank statement as an Excel file, open the export menu, scroll down, and select “Excel.” Choose the “XLSX” format for compatibility with most spreadsheet software.

export state street bank statement as Excel

Click “Download,” and the file will be saved to your Downloads folder, ready for immediate use.

Export State Street Bank Statement to CSV

To export your State Street Bank statement in CSV format for compatibility with accounting software, open the export menu, select “Excel,” and then choose “CSV” from the dropdown.

Export state street bank statement as csv

DocuClipper offers optimized CSV formats for platforms like Quicken, Xero, Sage, MYOB, Relate, and NetSuite, ensuring smooth integration with your preferred software.

Export State Street Bank Statement to QBO

For QuickBooks users, exporting your State Street Bank statement in QBO format makes importing into the software simple.

Export state street bank statement as QBO

Open the export menu, select “QBO,” and fill in any required fields, such as bank account numbers, names, and classifications.

Once everything is set, click “Download” to save the file, making it ready for seamless import into QuickBooks for efficient accounting management.

Also, we have more guides on how to import bank statements into different software:

Step 5: Configure the Output Format

Before downloading, review the spreadsheet’s output format to ensure it aligns with your needs. Adjust settings such as date formats or column order as needed.

Edit columns of state street bank statement spreadsheet

DocuClipper’s default layout is customizable—simply select “Customize” to create a personalized setup that matches your accounting requirements.

How to Download State Street Bank Statements

Before you can get your PDF bank statement from State street, you still have to set up your eStatements account. Here are the steps:

Enroll for eStatements:

Sign in to your State Street Bank Digital Banking account.
Select the account you want to enroll from your dashboard.
Navigate to Statements and complete the enrollment steps.
Under Details, you can view available notices and statements.
- By default, all document types are selected for each account. If needed, you can uncheck certain documents to opt out.
Confirm your information, then click Enroll Now and OK to finalize your enrollment.

Once you’ve enrolled, you’ll get monthly email alerts when new eStatements are ready. You can log in anytime to view your statements online.

Accessing eStatements:

Log in to State Street Bank Digital Banking.
From the dashboard, select the account and go to Statements.
Use the dropdown menu to switch between accounts if necessary.
Click View and then Open to display your statement in PDF format.

What is a Bank Statement Converter?

A bank statement converter is a tool that transforms PDF bank statements into spreadsheet formats like Excel.

Using technologies like automated parsing, AI, and OCR, these converters accurately extract data, reducing errors that often come with manual entry.

While different converters may use varied technologies, they consistently outperform manual methods in accuracy and speed.

For accountants and bookkeepers, bank statement converters are invaluable for quickly organizing bank data, streamlining financial management, and enhancing efficiency.

Benefits of Using Bank Statement Converter Over Manual Data Entry

Manual data entry was once common for processing bank statements, but it has significant drawbacks. Here’s why accountants now prefer automated converters:

Cost Efficiency: Manual data entry costs around $18.17 per hour, while bank statement converters typically start at $20 and can process up to 500 pages, offering significant savings.
Improved Accuracy: Manual entry has an approximate error rate of 4%, which often requires time-consuming corrections. OCR-based converters can achieve up to 99.5% accuracy, greatly reducing errors.
Increased Speed: OCR-powered converters cut processing time by as much as 80%, compared to the average of 3 minutes needed per statement with manual entry.
Enhanced Scalability: Manual entry is limited by individual speed, but converters can process hundreds of statements within minutes, making them ideal for high-volume bank statement audits.

Final Advice

Many banks provide statements only in formats like PDFs, leaving accountants with time-consuming manual data entry when processing bank statements.

As PDF statements accumulate, the task can become overwhelming. Bank statement converters simplify this by turning PDFs into practical formats like Excel, CSV, or QBO—saving time, minimizing errors, and boosting productivity.

Automating these conversions frees up your time for more important accounting tasks, enhancing efficiency and reducing costs.

Why Use DocuClipper as Your Bank Statement Converter

DocuClipper is a web-based tool that efficiently converts PDF bank statements into formats like CSV, XLS, and QBO.

Utilizing advanced OCR technology, it accurately extracts data fields from bank statements, minimizing manual entry errors. Seamless integration with popular accounting software such as QuickBooks, Sage, and Xero ensures smooth data transfer and management.

Additionally, DocuClipper’s transaction categorization feature organizes transactions into groups, streamlining financial analysis.

Beyond bank statements, DocuClipper also processes credit card statements, brokerage statements, receipts, and invoices, making it a versatile solution for comprehensive financial document management.

FAQs about How to Convert State Street Bank Statement to Excel

Here are some frequently asked questions about converting State Street PDF bank statements to Excel

Can I export my State Street bank statement to Excel?

State Street Bank provides account statements exclusively in PDF format, without direct options to export them as Excel or CSV files. To convert these PDF statements into Excel, you can use specialized tools like DocuClipper, which extract data from PDFs and transform it into spreadsheet formats, facilitating easier data analysis and management.

How do I download a State Street bank statement to a CSV file?

State Street Bank provides account statements exclusively in PDF format, without direct options to export them as CSV files. To convert these PDF statements into CSV, you can use specialized tools like DocuClipper, which extracts data from PDFs and transforms it into CSV format, facilitating easier data analysis and management.

How do I export a State Street bank statement to Excel?

State Street Bank provides account statements exclusively in PDF format, without direct options to export them as Excel files. To convert these PDF statements into Excel, you can use specialized tools like DocuClipper, which extracts data from PDFs and transforms it into Excel format, facilitating easier data analysis and management.

Learn More

Looking for more types of bank statements to convert? Check out our library about bank statement conversion:

Or use these resources to learn more about accounting:

How to Convert State Street Bank Statement to Excel, CSV, and QBO in 1 Minute or Less

Jorge Martinez

Drag & Drop Bank Statement Here