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Jeremy Thompson
Level 1

Bank Statements PDF to CSV

Hello QuickBooks Community,

 

If I have a Bank Statement that is PDF, how do I convert the bank statement into CSV and import into QuickBooks online and QuickBooks Desktop? 

 

 

8 Comments 8
Fiat Lux - ASIA
Level 15

Bank Statements PDF to CSV

Utilize pdf2csv tool

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

 

Jeremy Thompson
Level 1

Bank Statements PDF to CSV

Thank you for sharing!

Jan Ko
Level 1

Bank Statements PDF to CSV

Hi,

 

you can convert PDF bank statements to CSV using Datamolino check out https://www.datamolino.com

Datamolino is primarily used for Purchase Bills data capture and automation. Now it is launching also Bank Statements data capture to help exactly with this use case of converting PDF to CSV bank statement to import into your accounting software.

 

P.S.: The feature launches in July 2023. Use the chat widget, the support will help you with all your questions.

Johanna7
Level 1

Bank Statements PDF to CSV

Tried it unsuccessfully. Pretty frustrating instructions. 

4Gal
Level 11

Bank Statements PDF to CSV

@Johanna7 

Try MT Online or pdf2qbo.

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

 

ramee21
Level 2

Bank Statements PDF to CSV

Hi it's pretty tough for me too

ramee21
Level 2

Bank Statements PDF to CSV

I'm struggling too. Any ideas

RazzieE
QuickBooks Team

Bank Statements PDF to CSV

You can reach out to your bank or access your online banking to request your bank statement in CSV or .QBO format, which can then be uploaded into QuickBooks Online (QBO) or QuickBooks Desktop (QBDT), @ramee21. Let me share more details with you below.

In QuickBooks Online, the supported file formats for importing bank statements are CSV, QFX, QBO, OFX, and TXT. For QuickBooks Desktop, the only supported format for importing bank statements is .QBO. If your bank only provides statements in PDF format, you may use converter tools or software to get the format you need.

Once you have the correct file format, you can import your bank statement into QBO or QBDT. You can visit the articles below for guidance.

 

You can utilize the comment section below if you need further assistance about importing your bank statement. I'll keep my notification on. Thanks for stopping by.

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