Bluevine Business Checking and sub-accounts
Convert a Bluevine bank statement to Excel, CSV or QuickBooks
Bluevine’s CSV export covers 18 months. Convert the Bluevine bank statement PDF for anything older, for QuickBooks or Quicken files, or when a lender needs rows that tie to the statement.
- Main account and sub-accounts kept apart
- Internal transfers counted once
- Any month from the 7-year archive
- QBO and QFX, which Bluevine does not export
7 years
of statements kept
Including closed accounts, on request
18 months
of transactions in the CSV export
Web dashboard only
CSV only
Bluevine’s own export format
Date, description, debit/credit, balance
Coastal Community Bank
holds the deposits
Member FDIC; Bluevine is not a bank
The short answer
Can you export a Bluevine bank statement to Excel?
For recent months, yes: in the Bluevine dashboard on the web, the Checking section has an export that downloads transactions as a CSV, with the date, description, debit or credit and balance on each row. The range must be at least two days, can reach back up to 18 months, and must end no later than yesterday. The export is not in the Bluevine mobile app. A CSV opens in Excel, so for recent months that may be all you need.
Statements reach further. Bluevine says it keeps all account statements for seven years from the statement date, including after an account is closed. The previous month’s statement is available at the beginning of each month, under Documents, then Statements, by choosing the account from the Account drop-down. Converting those PDFs gives you the same Excel, CSV or QuickBooks file for any month the CSV no longer reaches.
The statement is also the document lenders and accountants ask for. Bluevine itself asks line-of-credit applicants who don’t link a bank for three months of statements; other lenders do the same. Converting them gives rows that tie to the statement’s balances, with each row linked to its line on the PDF.
Up to 50 sub-accounts, each with its own number and its own statement
Sample statement
What a Bluevine statement looks like
Hover or tap a number to see what each part means for a conversion.
Bluevine
Doe Landscaping LLC · Business Checking ••3390
Statement period Sep 1, 2026 – Sep 30, 2026
Banking services provided by Coastal Community Bank, Member FDIC
Summary · Business Checking ••3390
- Beginning balance
- $12,300.00
- Deposits and credits
- +$5,651.62
- Withdrawals and debits
- -$3,230.50
- Ending balance
- $14,721.12
Transactions · Business Checking ••3390
| Date | Description | Amount | Balance |
|---|---|---|---|
| 09/02/2026 | Mobile check deposit | 2,450.00 | 14,750.00 |
| 09/06/2026 | SQUARE INC DEPOSIT | 3,180.25 | 17,930.25 |
| 09/10/2026 | Bill payment, OFFICE DEPOT (ACH) | -642.10 | 17,288.15 |
| 09/15/2026 | Transfer to sub-account Tax reserve ••5521 | -2,500.00 | 14,788.15 |
| 09/24/2026 | Debit card, SHELL OIL 57442 | -88.40 | 14,699.75 |
| 09/30/2026 | Interest paid | 21.37 | 14,721.12 |
Transactions · Tax reserve ••5521 (its own statement)
| Date | Description | Amount | Balance |
|---|---|---|---|
| 09/15/2026 | Transfer from Business Checking ••3390 | 2,500.00 | 8,500.00 |
Tax reserve: beginning $6,000.00 · ending$8,500.00
Native export
What Bluevine lets you export
The CSV covers recent months. The statements cover seven years and are the record lenders ask for.
Checking CSV export
Up to 18 months, ending yesterday
Transactions for a range you choose, with date, description, debit or credit and balance, from the Checking section of the web dashboard.
Where it stops: CSV only, web only, nothing older than 18 months, and the range will not carry the statement’s balances.
Documents, then Statements
7 years
One PDF per account per month, for the main account and each sub-account, chosen from the Account drop-down.
Where it stops: A PDF only. Getting the rows into QuickBooks or Quicken means converting it.
Converting the statement with VouchRow
Any statement you have
Each account’s PDF becomes rows in the format your software takes, checked against its balances, with every row linked to its line.
Where it stops: Needs the statement PDF. A closed account’s statements may have to be requested from Bluevine first.
How far back
How far back each Bluevine option reaches
Bluevine keeps statements far longer than its export reaches.
CSV export (web dashboard)
18 months
A range of at least two days, ending no later than yesterday. Not available in the mobile app.
Statements (PDF)
7 years
Bluevine keeps all account statements for seven years from the statement date, including after an account is closed. Older ones may not be available.
Downloads on the Home tab
Most recent month
After the first 30 days, the latest month’s statements appear on the desktop Home tab.
A dashed bar means the bank does not publish a figure; check your own online banking.
Step by step
How to convert a Bluevine bank statement
- 1Download the statements from BluevineSign in to the dashboard, go to Documents, then Statements, choose the main account or a sub-account from the Account drop-down and pick the month. For a closed account, or a statement you can’t find, contact Bluevine.
- 2One account per batchThe main account and each sub-account have their own statements and account numbers. Keep each one’s months together, so each converts as its own account.
- 3Upload and convertSign in to VouchRow and add the PDFs. Digital statements convert in batches. A scanned or printed copy is read with OCR, one at a time. A password-protected PDF is unlocked in your browser; the password is never sent.
- 4Check each monthThe opening balance plus the rows must equal the closing balance, and any balance printed beside a row is checked too. If a figure is off, VouchRow shows the dollar difference, and clicking a row shows its line on the PDF.
- 5ExportExcel or CSV to review, QBO for QuickBooks Online or Desktop, QFX or QIF for Quicken, or the Xero CSV preset.
Formats
Where is your Bluevine data going?
Pick the destination. The advice changes with it.
Bluevine bank statement to Excel
An .xlsx with one row per transaction: date, description and a signed amount, deposits positive and withdrawals negative, for one Bluevine account. Convert each sub-account separately so transfers stay visible as pairs.
For the last 18 months, Bluevine’s own CSV opens in Excel too. Convert the PDF for older months, closed accounts, or a sheet that must tie to the statement.
PDF to ExcelBluevine bank statement to CSV
CSV is for when another tool reads the file. Choose the date format the importer expects before you export, and keep one account per file.
A converted CSV has the same columns for every month, including months older than Bluevine’s 18-month export.
PDF to CSVBluevine bank statement to QuickBooks
Export QBO and import it into the matching bank account (in QuickBooks Online, upload from file under bank transactions; in Desktop, as Web Connect). Give each sub-account its own bank account in QuickBooks.
Each row carries a transaction ID, so a converted month that overlaps transactions already synced is recognised. Transfers to a tax sub-account then match as transfers between two accounts.
PDF to QBOBluevine bank statement to Quicken
Convert to QFX and import into the Bluevine account you already track in Quicken, so the history joins it rather than creating a new one.
QIF also works, but it has no transaction IDs, so a month imported twice duplicates. Prefer QFX.
PDF to QFXBluevine bank statement to Xero
Use the Xero CSV preset: one signed amount column and the date format Xero expects. Import each Bluevine account into its own bank account in Xero.
If Bluevine’s Xero connection already brings in recent transactions, use converted statements for the months before it, and reconcile any overlap once.
Statements into XeroStatement layout
How a Bluevine statement is laid out
The facts to check against the statement in front of you. Accounts covered: Bluevine Business Checking, Sub-accounts (each with its own account number), Standard, Plus and Premier plans, Closed accounts (statements on request).
| Statement period | Monthly; the previous month’s statement is available at the beginning of each month |
|---|---|
| Accounts | The main account and each sub-account have separate statements, chosen from the Account drop-down |
| Running balance | Bluevine does not publish its statement layout. Its CSV export carries a balance per row; where your PDF prints one, each row is checked |
| Amounts | The CSV export gives a debit/credit with each row; deposits come out positive and withdrawals negative in a converted file |
| Bank | Deposits held by Coastal Community Bank, Member FDIC; Bluevine is the program partner |
Why it works
Built around how Bluevine issues statements
Sub-accounts kept apart
Each sub-account has its own number and statement, and converts as its own account, so a tax reserve stays a tax reserve.
Instant transfers matched
A move from the main account to a sub-account appears on both statements. Kept in separate accounts, the pair reconciles as one transfer.
Past the 18-month export
Bluevine keeps statements for seven years. Any of them converts the same way, long after the CSV export has stopped reaching it.
Closed accounts too
Bluevine says statements remain available after an account closes. Once you have the PDFs, they convert like any other month.
Every row traced to its line
Click a row and the PDF opens at the line it came from. Useful when a lender asks about a single deposit.
QuickBooks and Quicken files
Bluevine’s export is CSV only. Converted statements export QBO and QFX with a transaction ID per row, so a re-import does not duplicate.
Checked before export
A misread digit is caught on its own row
Every conversion is tested against the statement: the running balance on every row, page subtotals, opening plus movement against closing, the printed credit and debit totals, and the transaction count. When a number does not add up, VouchRow names the row and highlights the line it came from on the PDF.
Arithmetic only: it verifies amounts, balances and totals, not descriptions or dates, and two errors that cancel out would pass. The source-line link covers the rest.
How the checks workRunning balance check
- POS AMAZON MKTPLACE−86.4316,604.12
- CHECK #1042−1,250.0015,354.12
- ZELLE FROM J MORALES+640.0015,994.12
Every row agrees with the balance printed beside it.
Layout
What a Bluevine business checking statement covers
Bluevine does not publish a sample statement, so compare the points here with your own PDF. Bluevine’s deposit account agreement says periodic statements for the account and any sub-account are made available each month on the website, and its help pages say the previous month’s statement appears at the beginning of each month. Statements are electronic: opening the account means agreeing to receive documents that way.
Each statement is for one account. The main Business Checking account and every sub-account are listed separately in the Account drop-down under Documents, then Statements. Bluevine’s CSV export gives a date, description, debit or credit and balance on every row, which is a useful cross-check for the months it covers.
The agreement asks customers to report discrepancies promptly after a statement becomes available (30 days in the statement section, 60 days for errors such as card transactions), which is one reason bookkeepers convert and reconcile each month as soon as it arrives.
Export or statement
Bluevine’s CSV export vs the statement: which one to use
For the last 18 months and your own bookkeeping, the CSV export is often enough. It is on the web dashboard (not the app), covers a range you choose of at least two days, and ends at yesterday at the latest, because today’s transactions may not have settled.
The statement is the better source when the period is older than 18 months, when the account is closed, or when the figures have to match the document: a lender underwriting a loan, an accountant closing a year, or a court. A CSV range you picked yourself does not carry the statement’s opening and closing balances. The statement is also the route to QuickBooks and Quicken files, since Bluevine’s export is CSV only.
Accounting software
Bluevine with QuickBooks Online and Xero
Bluevine’s QuickBooks Online integration is set up from Payments, then Unpaid Bills, with Connect to QuickBooks Online. Bluevine says it syncs bills, transactions, bill categories and payee information, and syncs updates back to QuickBooks. Bluevine also lists a Xero connection to import bank transactions. Neither page describes a QBO, QFX or Web Connect download, and neither mentions QuickBooks Desktop.
Converted statements cover what the integrations don’t: months before the connection, QuickBooks Desktop, and Quicken. QBO rows carry a transaction ID, so a converted month that overlaps transactions already in QuickBooks is recognised rather than added twice.
Bank
What bank is Bluevine?
Bluevine is a financial-technology company, not a bank. Banking services for Bluevine Business Checking are provided by Coastal Community Bank, Member FDIC, and Bluevine is the program partner that manages the account program. Bluevine says deposits are FDIC-insured up to $3,000,000 per depositor through Coastal Community Bank and its program banks, by spreading the standard $250,000 coverage across several banks; if you opt out of the sweep, deposits are held only at Coastal Community Bank.
For a lender or auditor this matters for the name on the account: the deposit agreement names Coastal Community Bank as the bank. For conversion it changes nothing: each statement is an account with an opening balance, rows and a closing balance.
Troubleshooting
Common Bluevine statement conversion problems
Most Bluevine problems come from sub-accounts and the export’s limits.
- Transfers to a tax or payroll sub-account counted as spending: the sub-account’s statement was never converted. Convert it as its own account.
- Every transfer counted twice: main account and sub-account statements were combined into one account. Keep them apart.
- Export won’t include today: Bluevine’s CSV export ends no later than yesterday, because today’s transactions may not have settled.
- Export stops 18 months back: that is the export’s limit. Older months are on the statements.
- Can’t find the export in the app: Bluevine’s CSV export is on the web dashboard only.
- A statement for a closed account is missing: Bluevine keeps statements for seven years and asks you to contact it for specific ones.
Side by side
Bluevine’s CSV export vs converting the statement
| Bluevine CSV export | Converting the PDF statement | |
|---|---|---|
| How far back | Up to 18 months, ending yesterday | Any statement in the 7-year archive, or any you saved |
| Formats | CSV | Excel, CSV, QBO, QFX, OFX, QIF, IIF, Tally XML |
| Where | Web dashboard only | Any statement PDF, wherever it came from |
| Matches the statement | Only if you pick the same dates | Always: one statement, one account, one month |
| Closed accounts | Not once dashboard access ends | Statements Bluevine provides on request |
| Proof for a reviewer | A list of rows | Every row linked to its line on the PDF |
Before you import
After converting a Bluevine statement, check these
- Each account balancesBeginning balance plus the rows equals the ending balance, separately for the main account and every sub-account.
- Sub-account transfers pairedEvery transfer out of the main account has its matching transfer in on a sub-account statement, booked once.
- Every row’s balance tiesWhere a balance is printed, each one is the row above plus that row’s amount. Any mismatch is shown as the dollar difference.
- Interest is the only interest rowInterest paid appears as a row; any rate or yield figures on the statement do not.
- No overlap with the CSV or syncMonths already brought in by Bluevine’s CSV or QuickBooks sync are not imported twice.
- Card and bill payments signed rightDebit card purchases and bill payments are negative, deposits and interest positive.
Downloaded activity and statements are not the same thing
QBO for Bluevine
Who uses it
Who converts Bluevine statements
Lenders and SBA loan packages
Three to twelve months of a small business’s Bluevine statements, turned into rows that tie to each month’s balances, with every deposit traceable.
Bookkeepers on QuickBooks Desktop
Bluevine statements converted to QBO for clients whose books are not in QuickBooks Online.
Tax season with sub-accounts
A year of main-account and tax sub-account statements, so estimated tax set-asides show as transfers and the payments to the IRS as the expense.
Catch-up past 18 months
A business that fell behind, rebuilding two or three years of books from Bluevine’s statement archive.
FAQ
Bluevine statements: questions
How do I get a Bluevine bank statement?
Sign in to the Bluevine dashboard, go to Documents, then Statements, choose the account or sub-account from the Account drop-down and pick the month. The most recent month also appears under Downloads on the Home tab, on desktop.
When is my Bluevine statement available?
Bluevine says statements for the previous month are available at the beginning of each month.
Can I export Bluevine transactions to Excel?
Yes, as CSV. In the web dashboard’s Checking section, export a range of at least two days, up to 18 months back and ending no later than yesterday. The CSV opens in Excel. The export is not in the mobile app.
How far back can I get Bluevine statements?
Bluevine keeps all account statements for seven years from the statement date, including for closed accounts. Contact Bluevine to request specific older statements.
Do Bluevine sub-accounts have separate statements?
Yes. Each sub-account has its own account number and its own monthly statement, chosen from the Account drop-down under Statements. Convert each one as its own account.
What bank is Bluevine?
Bluevine is a fintech company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC, with program banks used for extended FDIC coverage.
Can I get Bluevine transactions into QuickBooks?
Bluevine’s QuickBooks Online integration syncs bills, transactions, categories and payees. For QuickBooks Desktop, or as a QBO file for older months, convert the statement PDF.
My Bluevine statement PDF has a password. Can I still convert it?
Yes. Enter the password when you upload. The PDF is unlocked in your browser and the password is never sent to us.
Keep going
Related guides and converters
Formats for Bluevine
Other business accounts
Sources
The facts about Bluevine on this page come from these pages, checked in October 2026. Banks change their online banking; if something here no longer matches, the bank’s own help page wins. Tell us and we will update it.
- Bluevine: export account transactions to CSV, 18 months (support.bluevine.com)
- Bluevine: account dormancy, statements kept 7 years (support.bluevine.com)
- Bluevine: use sub-accounts, statements per sub-account (support.bluevine.com)
- Bluevine: navigate the dashboard, when statements are available (support.bluevine.com)
- Bluevine: business banking FAQs, Coastal Community Bank (bluevine.com)
- Bluevine: deposit account agreement, periodic statements (bluevine.com)
- Bluevine: connecting financial apps, QuickBooks Online and Xero (bluevine.com)
Convert your Bluevine statements
Upload the main account and sub-account PDFs, check every month against its balances, and export Excel, CSV, QBO or QFX.