QuickBooks HelpQuickBooksHelpIntuit

Convert PDF bank statements into CSV format for QuickBooks Online and QuickBooks Self-Employed

by Intuit Updated 6 months ago

To import bank transactions into QuickBooks, you can use file types like QBO, QFX, OFX and CSV. However, if you have PDF files from your bank, you’ll need to convert them to one of these supported formats using a third-party application. 

We’ll show you how to convert PDF files from your bank into CSV format, which can be imported into QuickBooks. 

Step 1: Find a reliable PDF to CSV converter tool

To find a converter tool for your PDF files, you have a couple of options. You can do a quick search online to find and use a converter tool, or you can go to the Apps menu in QuickBooks and search for other converters.

  1. In QuickBooks, go to Apps
  2. Select Find Apps
  3. In the search bar, enter a keyword related to PDF conversion.

Step 2: Upload the PDF file you want to convert

Once you’ve chosen a converter tool, upload or select the PDF file you want to convert. Most applications will let you drag and drop the file directly into the converter tool’s website. 

If that’s not an option, you can manually browse your computer and select the file.

Step 3: Select the output file format

After you upload your PDF file, remember to select the output format you need.

Tip: We recommend converting your PDF to an Excel file before converting it to CSV. It's easier to work with and edit an Excel file compared to a CSV. This slight detour allows you to check the data and make any necessary changes. Once you're happy with everything, simply save it as a CSV file.

Step 4: Review the CSV file format and size

QuickBooks has specific requirements for CSV files, so you may need to check and adjust column headers or rearrange data before importing the file so that it’s compatible with QuickBooks.  

Here's a complete guide on how to correctly format CSV files.

Don’t miss this step as this will help make sure everything imports smoothly.

Tip: Keep in mind, the maximum file size is 350 KB. If the file is too big, shorten the date range and download transactions in smaller batches.

Step 5: Import the CSV into QuickBooks

Now that you have your CSV file all set, let's go ahead and manually upload your bank transactions into QuickBooks Online.

If you use QuickBooks Self-Employed, follow these steps.

QuickBooks Online EssentialsQuickBooks Online Payroll AdvancedQuickBooks Online Payroll StandardQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Self-Employed

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this