How do I upload a bank statement in pdf format?

Thank you for pointing that out, @asaito1. Before you can upload a bank statement in PDF format, it’s essential to have a bank account set up in QuickBooks to link the transactions to. This step is important if you’re new to QuickBooks.

If you don't have one yet, that could explain why the steps in the article don't match what you see on your screen, including the Upload transactions option. In this case, let's select + Add new from the dropdown menu to create a new bank account.

1. On the Bank transactions page, click the Link account dropdown, then Upload from file.
2. Click +Add new and enter your preferred account name.
3. Choose an Account type and Detail type.
4. Optionally, add a Description in the box.
5. Once done, hit Save.
6. Select the newly created account, then click Upload from this device to choose your PDF bank statement.
   
7. Match the columns in the file with the correct fields in QuickBooks, then Continue.
8. Follow the on-screen steps to complete the process.

Afterward, your transactions will appear in the Bank transactions page connected to that account. From there, you can match and categorize them and start reconciling your data.

Please let us know if you need assistance with anything else. We're still here to help.  

@asaito1 

You can use pdf2qbo converter tool

https://www.moneythumb.com/?ref=110