Truist
Download Truist business statements (PDF) and convert to Excel
Updated January 2025 · 5 min read
Truist (formerly BB&T and SunTrust) business accounts provide PDF statements that are commonly used for reconciliation when clients can't share account access. Statement formats can vary by account type.
This content is informational only and does not constitute legal, tax, or financial advice.
Download a Truist PDF statement
- Sign in to Truist Business Online Banking.
- Go to Statements or Account Services.
- Select the account and statement period.
- Download the monthly PDF statement.
- Verify the PDF includes transaction details and opening/closing balances.
Convert to Excel for reconciliation
- Upload the PDF to StatementScribe for transaction extraction.
- Truist statements may have varying formats—validate column extraction carefully.
- Export to Excel with consistent columns for date, description, amount, balance.
Common challenges
- Statement formats may vary between legacy BB&T and SunTrust accounts.
- Multiple accounts may be bundled in one statement PDF—split before conversion.
- Transaction descriptions may vary in format across different account types.
Tips for accountants
- PDF statements are preferred over CSV exports for Truist business accounts.
- When clients can't provide account access, request PDF statements directly.
- Keep original PDFs as audit evidence alongside your Excel reconciliation.
FAQ
Do statement formats vary between BB&T and SunTrust accounts?
Yes, statement formats may vary between legacy BB&T and SunTrust accounts (both now Truist). Validate column extraction carefully for each.
Are PDF statements preferred over CSV exports?
Yes, PDF statements are preferred over CSV exports for Truist business accounts. PDFs include balances and are more consistent.
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