BECU (Boeing Employees' Credit Union) provides one statement for all of a member's deposit accounts, personal or business, in Washington state: share savings, savings, basic checking and interest checking, in US dollars. The reviewed documents are three business statements with two or three accounts each, including checking accounts with a Checks Paid table.
Full name: Boeing Employees' Credit Union
Countries: United States
Supported statement formats: PDF
Supported destinations: QuickBooks Desktop, QuickBooks Online, Quicken, Xero, CSV/Excel
QuickBooks Online can read a PDF statement itself: Banking, Upload transactions, choose the PDF. Try it first. Use ProperConvert when QuickBooks flags the statement for review, stops before the last page, or the account is not in QuickBooks Online.
For a short statement, type the date, memo, and amount into the destination. Reconcile the result to the closing balance.
Open the PDF statement, review the extracted transactions, choose QuickBooks Online, and save the converted file on your computer.
Choose the posted transaction date, supply a missing year from the statement period, and check statements that cross January.
Remove currency symbols from numeric cells, preserve the decimal separator, and verify debit and credit signs against the running balance.
Keep the payee or customer reference that helps identify the transaction, while avoiding repeated headers and unrelated reference numbers.
The following details were checked against three BECU business statements from 2024 and 2025, from two members in Washington state. BECU is a credit union, and the statement shows it: one PDF covers every account the member holds, from a Business Member Share Savings with a zero balance to two Business Basic Checking accounts, each with its own Deposits, Withdrawals and Checks Paid lists. The layout is the same on all three, so the notes below apply to any BECU deposit account statement.
MM/DD/YY, 01/10/25, on every row, with the period in the header as "Statement Period: 01/01/2025 - 01/31/2025". The Withdrawals list can open with rows dated in the previous month, 12/31/24 on a January statement and 09/30/24 on an October one.(5,000.00), in the transaction list and in the summary table. Deposits are unsigned. Checks in the Checks Paid table are unsigned, 1,224.51, although they are withdrawals.3610224587, in the "Summary of Deposit Account Activity" table on page one and in the heading of each account section, "Business Basic Checking - 3610224587". There is no running balance column; the beginning and ending balances are only in the summary table.The reviewed statements hold two or three accounts each. Every account has its own Deposits list, Withdrawals list and, for checking, a Checks Paid table, and the next account starts wherever the previous one ends, sometimes at the bottom of a page. A transfer between two of the member's own accounts is printed on both: Withdrawal Ahorro (2,318.46) under the checking account and Deposit Ahorro 2,318.46 under the savings account on the same date. A converter that reads the whole PDF as one account imports both sides, and the transfer nets to zero while the account balances go wrong by the same amount on each side. The converter has to let the user pick the account, or split the file by section heading.
Each account lists all its deposits first, then all its withdrawals, so the rows are not in date order and a day's activity is split across two places. The Withdrawals list can begin with card purchases dated in the previous month, 12/31/24 at the top of a January statement, because BECU prints the transaction date and posts the row in the month it settled. A converter that sorts by date and merges the lists gets the right order, but the December row may already be on the December statement, so importing two consecutive statements can duplicate it. The Trace# on the second line of the row is the only way to tell.
A card purchase reads POS Withdrawal and then the merchant, street address, city, and state and country run together, THE HOME DEPOT #4712 1715 SOUTH 352ND ST FEDERAL WAY WAU, 7-ELEVEN 7016 VALLEY AVE E US TACOMA WAUS, UBER *EATS 1455 MARKET ST 8005928996 CAUS. The description is cut at a fixed width, so the ending is WAUS, WAU, W or CAU depending on how long the address was. The second line reads Machine# 00000101 Trace# 00000000999999999999. Some merchants carry a store or terminal number in front of the name, 222220061137 APPLE STORE, 93061 COSTCO GAS #061. Amazon rows all share the same machine number and a trace number of all nines, so the trace number is not a unique reference for them. A converter that joins the two lines gives every payee a forty-character address and a twenty-digit trace number; one that keeps the first line still has to cut the address, the glued state and the leading terminal number to get THE HOME DEPOT #4712.
An electronic payment reads External Withdrawal IRS - USATAXPYMT 225541502071800, External Withdrawal WA DEPT REVENUE - TAX PYMT 14872213, External Deposit BANKCARD 8340 - MTOT DEP 517924500306142. The company name comes first, then a dash and the ACH entry description, then a reference. Merchant card settlements use the same BANKCARD 8340 - MTOT DEP text and the same reference number for every deposit of the month, so the description alone cannot tell two settlements apart. A converter that splits the description on the dash gets a usable payee; one that takes the whole line gets a payee that differs by reference number on every row and never matches twice.
The Checks Paid table prints three groups of Check # Date Amount side by side, nine or twenty-one checks on a few lines, sorted by check number and not by date: 285 01/07/25 1,214.51 is followed by 286 01/06/25 1,702.96. An asterisk after a number, 4012 *, marks a gap in the sequence. The amounts have no parentheses. A note under the table says that checks cleared at a point of sale are listed in the Withdrawals section instead, so the same check number can appear in either place. A converter that reads the table line by line gets three checks per line and has to pair each check number with the date and amount in its own group, and has to treat every amount as a withdrawal although the sign is missing.
One statement is numbered "Page 1 of 10" through "Page 9 of 10" and has nine pages of text; another has nine pages, the last one carrying no text at all after "Page 8 of 8". The extra or missing page is an image-only page, most likely check images or a notice. A converter that checks the footer count against the number of pages it read reports a missing page on a file that is complete, and one that expects text on every page stops on the blank one. The reliable check is the summary table on page one: deposits and withdrawals per account should match the sums of the lists.
Compare the converted transaction count and totals with the statement, then confirm that the calculated final balance equals the printed closing balance.
Yes. If the PDF statement is readable, its age does not prevent conversion. Confirm the year when transaction rows omit it.
No. Convert posted transactions that contribute to the statement balance. Pending or future-dated items should not be mixed into that reconciliation.
Use the destination-specific settings below, then review the file before import. The destination may require particular columns, dates, account identifiers, or sign rules.
A bank PDF can contain searchable text, scanned page images, or a mixture of both. Searchable text still needs layout analysis because transaction descriptions wrap, columns move, and headers or balances repeat at page breaks. A scanned statement adds OCR uncertainty.
A transaction may begin at the bottom of one page and continue on the next. Continuation pages can omit column headings, repeat an opening balance, or insert footer text and legal pages between transaction pages. A conversion should join split rows and exclude repeated page furniture before it writes the output.
On scanned pages, OCR can turn 0 into O, 1 into l, or 5 into S. It can also lose a minus sign or decimal mark, read two columns in the wrong order, or struggle with skewed and faint pages. The running balance is the best check: a damaged amount or missing row breaks the balance sequence.
Yes. Review the OCR result and reconcile every balance movement. Scans with faint printing, rotation, or handwritten marks need more checking than searchable PDFs.
PDF text stores page positions rather than a spreadsheet table. Wrapped descriptions, repeated headers, and visually aligned columns can paste in the wrong order or into the wrong cells.
Try selecting a transaction description in a PDF reader. If individual words can be selected, the page probably contains text. If the whole page behaves like one picture, it requires OCR.
QuickBooks Online imports bank transactions from a file through Banking, Upload transactions. It accepts QBO, QFX and OFX files, which share the OFX structure, and CSV files. Uploaded rows land in the For Review list, where QuickBooks matches them to existing entries and the user adds or excludes them.
Since 2026 the same upload screen also takes a PDF or an image of a statement (JPG, PNG, HEIC). Intuit's AI reads the pages, and a statement it cannot read with confidence is held for a manual review by Intuit staff. If the account is in QuickBooks Online and the statement is a clean PDF, try that first; it costs nothing. A converted file is the better route when the upload flags the statement or stops before the last page, when there are many statements to catch up, when the bookkeeper wants to see and fix every row before it enters the books, or when a client's statement should not be uploaded to a third party.
Settings that matter:
MM/DD/YYYY or DD/MM/YYYY depending on the company settings, digits only, four-digit years.Use OFX, QFX or QBO when the file can be made in that format. It carries the payee, the memo and the check number and gives QuickBooks a transaction ID for duplicate checks. Use CSV when a spreadsheet is the only source and a single description is enough.
The usual causes are a date column QuickBooks cannot read, an amount with a currency symbol or thousands separator, more columns than the three- or four-column layout, or a file over the size limit. Save the file with dates as digits, amounts as plain numbers, and only the needed columns.
The account was chosen during upload. QuickBooks Online does not read the account name from the file. Exclude the rows, delete them from Excluded, and upload again with the right account selected.
In For Review, select the rows, choose Batch actions, Exclude Selected. Open Excluded, select them again, Batch actions, Delete. The rows are gone and the file can be uploaded again.
QuickBooks Online skips rows whose transaction ID it has already seen and, for CSV, rows it reads as duplicates by date, amount and description. Two genuine identical rows on the same day can be dropped from a CSV. Use an OFX-type file with unique IDs for those.
Yes. The 90-day limit applies to a live bank connection, not to a file upload. Any date range can be uploaded from a file.
For one clean statement of an account that is already in QuickBooks Online, the built-in upload is the shortest path, and this page says so. A converter earns its place when the upload flags the statement for review, when a scanned or multi-year statement does not go through, when the account is in QuickBooks Desktop, Quicken, Xero or Sage instead, or when the statement must stay on your computer. The converted file goes through the same Upload transactions screen as a QBO file, with a transaction ID per row, so re-uploading a period does not double it.