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4 replies

AlcaeusF
Level 14
July 4, 2020

Thanks for posting in the Community, @chelsea@chelseas.

 

In QuickBooks Self-Employed (QBSE), the ability to convert a PDF bank statement to CSV is currently unavailable. You can visit our QuickBooks App center to check for any third-party application that offers the same feature you'd like.

 

I can see how having this option would be helpful for you and your business. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

All you need to know about QBSE can be found in this article: QuickBooks Self-Employed Overview.

 

Please click the Reply button below if you have any other questions or concerns. I'll be here to help. Have a good one!

March 26, 2022

Hi All. What specific CSV format is required for accurate importing of bank statements transactions? I am under sever time pressure and desperate! Regards,Ian.

Fiat Lux - ASIA
Level 14
March 26, 2022

@Ian Dynatex @chelsea@chelseas 

Utilize this 3rd party tool to convert your PDF to QBO format

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