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Level 1

Can you bulk import PDF files into QBO without using an excel import spreadsheet?

 
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QuickBooks Team

Can you bulk import PDF files into QBO without using an excel import spreadsheet?

It's nice to have you here, jamie29.

 

In QuickBooks Online, we can only import Excel files with CSV or XLS/XLSX format. I suggest converting your PDF files first into an Excel file before you can bring them in QuickBooks Online. You can look for a third-party app that can convert the file or visit our QuickBooks Apps Store.

 

Additionally, we can import a QBO or QFX files if it's a bank transactions. You can get these files through your bank's website. I've added these articles for your reference:

Comment below if you need anything else. Wishing you all the best!

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Level 13

Can you bulk import PDF files into QBO without using an excel import spreadsheet?

@jamie29 

You have to convert your PDF files to XLS, prepare the data in a template, and you may import them in bulk. Utilize the 3rd party importer tool to speed up your work.

https://transactionpro.grsm.io/qbo

 

Hope it helps.

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