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May 12, 2021
Question

How can I download the bank statements pdf files into Quickbooks online?

  • May 12, 2021
  • 5 replies
  • 83 views
How can I download old bank statements in pdf format?

5 replies

QuickBooks Team
May 13, 2021

Thanks for reaching out to the Community forum, @vvonsperling.

 

Right now, able to import bank statement as PDF files to QuickBooks Online (QBO) is unavailable. When getting transactions from your bank, I recommend choosing the QuickBooks Online data (QBO) format. These files are formatted specifically for QBO. You can also upload transactions from a CSV or Quicken (QFX) file.

 

To ensure you've got the correct format before uploading it into QBO, I suggest visiting this article for a guide: Format CSV files in Excel to get bank transactions into QuickBooks.

 

However, if your bank doesn't offer any file format aside from PDF, you can look for a converter tool online so you can convert your PDF file to CSV. 

 

Once your file is ready, import your transactions:

  1. In the left menu, click Banking/Transactions
  2. Choose the blue tile for the account you want to upload the transactions into.
  3. Select the Link account ▼ dropdown and then Upload from file.
  4. In the QuickBooks account ▼ dropdown, select the account you want to upload the transactions into.
  5. Click Next.
  6. Follow the onscreen instructions. 

For more detailed steps, see this link:: Manually upload transactions into QuickBooks Online.

 

Moreover, you may also consider connecting your bank account to save time. Once you've used our Online Banking feature, QuickBooks automatically downloads bank and credit card transactions for you. To know more about this, visit this resource: Connect bank and credit card accounts to QuickBooks Online.

 

If you've got any questions when using QuickBooks, let me know by commenting below. I am here to help. Have a nice day.

November 6, 2021

Just to be clear, this isn't "downloading" a statement - it's uploading.  When you download, you bring something FROM somewhere else. 

 

(I know the terms are confusing, but this mistake in the question led me to a wrong answer.  I need to find out how to make QUICKBOOKS download statements FROM the bank.)

Fiat Lux - ASIA
Level 14
November 6, 2021

@Dave deBronkart 

Explore SlickConnect with the tool as I mentioned in the earlier post.

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

 

Fiat Lux - ASIA
Level 14
May 13, 2021

@vvonsperling 

Utilize the trial version of this converter app

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