Convert a EverBank statement to QuickBooks
Turn a EverBank statement PDF into a clean, reconciliation-ready QuickBooks-ready file in under a minute — no template setup, including many bank formats that template-based tools struggle with.
How to convert your EverBank statement
- Upload the PDF. Drag your EverBank statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download QuickBooks. Get a QuickBooks-ready file that's ready for your books.
Why BankTidy handles EverBank statements that other tools miss
EverBank is a U.S. bank that has operated under the EverBank name across changes in ownership, serving consumers and businesses with online-focused deposit products including yield-oriented checking, savings, and CDs. Bookkeepers typically work from EverBank deposit statements centered on interest, transfers, and balances, though formatting may reflect the brand's history. BankTidy does not assume a single EverBank layout; it reads the statement PDF you provide and confirms the extracted transactions reconcile to the closing balance shown, delivering a CSV, Excel, QuickBooks, or Xero export that captures the full period without manual verification.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my EverBank statement?
Yes. You upload a statement you already have — there's no EverBank login and no account linking. Files are processed only to produce your QuickBooks-ready file and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my EverBank statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the QuickBooks output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many EverBank statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
Don't see your bank? Request it.
Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.