Yes, you can import an OFX file into QuickBooks, @rodtaylorflooring.
While converting your PDF to an OFX file is possible, the most recommended format for QuickBooks Self-Employed (QBSE) is to convert your PDF bank statement to a CSV file. However, if your bank doesn't support CSV files but provides Microsoft Money (OFX) instead, you can import your data and then upload more than 90 days of bank transactions through Web Connect.
The manual import feature in QBSE is designed to walk you through mapping the columns of a simple CSV file (Date, Description, Amount).
Converting the PDF to CSV first allows you to open it in a spreadsheet (like Excel or Google Sheets) to easily review, clean up, and ensure all the data is in the correct format before you import it, which helps prevent errors.
In addition, you may want to connect your bank to QuickBooks so that your recent transactions will download automatically.
If you have any further questions, feel free to revisit this thread.
