for me works great.. if you have scanned statements, you must get the PLUS version..
There are 3rd parties that will convert PDF bank statements into files to be imported into QB. Google it or check out a new one www.bankfeedme.com
If you can convert your PDF's to Excel, or download CSV or Excel files, then you can import using an IIF file. Use the IIF
Transaction Creator to help you create the IIF for import file from
your worksheet data.
Convert to excel files then clean them up and convert the excel files to a .qbo file and import to quickbooks. I am using CSV to QBO converter and it works great saved a lot of time when I had 3 years of pdf bank statements.
I convert pdf to excel files using Adobe. Then clean them up a little and use a program called CSV to QBO converter you can find on line. I had 3 years of pdf bank statements and used this method.
We're glad to hear that you're able to convert the PDF file to CSV. Let me share with you an article on how to import a CSV file. Here it is: How To Import Bank Transactions Using Excel CSV Files.
Once you've imported the file, here's how toadd/categorize bank transactions:
If you need anything else, please let us know. We're here to help.
Thanks for joining us here, mineola siding plus.
Do you still your bank statements in PDF? If so, you will need to convert them first to Excel or CSV.
You can follow the same steps or use the third-party apps recommend in the previous replies. Once you're file is converted, you can then import it in QuickBooks.
Let me know if you run into an error when importing the file so we can help you again.
I can't belive the only way to convert PDF bank Statments to QBO is by sending a sensitive bank statement to a 3rd parties Apps Converters. This is Disappointing!
You can try https://www.docuclipper.com. It can extract text & tables from PDF documents and automatically create a Google Spreadsheet. It can also import PDF invoices into QuickBooks directly.