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# Download your TD Bank statements

Where to find TD Bank business checking and card statements, how far back they go, and how to get them into ZeraBooks as PDFs.

## Download a statement

TD Bank lists statements for every account in Online Banking.

1. Sign in to TD Bank Online Banking (U.S.) on a computer.
2. Open "Statements and Documents".
3. Choose the account and the statement period.
4. Download the statement as a PDF.
5. In ZeraBooks, click **Banks & Cards** › **Upload statement**, choose the matching account and upload the file. See [Upload a bank or card statement](https://www.zerabooks.com/help/banks-and-cards/upload-a-statement).

## How far back you can go

TD Bank keeps up to 7 years of statements online.

## PDF or CSV

Download the **PDF** statement. ZeraBooks reads the printed opening and closing balances from it and uses them to prove the month is complete. See [How ZeraBooks proves a statement](https://www.zerabooks.com/help/banks-and-cards/how-zerabooks-proves-a-statement).

TD Bank also offers transaction downloads for Quicken and QuickBooks. A CSV works in ZeraBooks too, but it usually has no opening or closing balance. After you upload one, enter both balances exactly as printed on the statement with **Fix statement details…** in Reconciliations. See [Fix a month that doesn't tie](https://www.zerabooks.com/help/reconciliations/fix-a-month-that-doesnt-tie).

Only need the transactions in a spreadsheet? Once you have the TD Bank PDF, convert it to Excel or CSV with the ZeraBooks [bank statement converter](/bank-statement-converter).

{% hint style="warning" %}
**Important:** Make sure you sign in to TD Bank in the U.S. TD's Canadian site is a different bank and won't show your U.S. accounts.
{% endhint %}

## Frequently Asked Questions

<details>
<summary>Where are my TD business card statements?</summary>

In "Statements and Documents". Choose the card account and upload it into a credit card account in ZeraBooks.
</details>

<details>
<summary>Can I get TD statements older than 7 years?</summary>

Ask TD Bank. Online Banking shows up to 7 years.
</details>

<details>
<summary>Can ZeraBooks connect to my TD Bank account directly?</summary>

No. ZeraBooks has no bank feeds and never asks for your TD Bank sign-in. Download each statement and upload it.
</details>

<details>
<summary>Which statements should I download?</summary>

Every month from the date your books start, for every account, oldest first. Upload one account's statement per file: each statement's opening balance is checked against the previous month's closing balance. See [Upload a bank or card statement](https://www.zerabooks.com/help/banks-and-cards/upload-a-statement).
</details>

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