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jay74
Level 2

Hi! I have some PDF files with transactions from My Chase account. Can i download it to QB? Or i need to enter it manually? Thanks

 
4 Comments 4
AlexV
QuickBooks Team

Hi! I have some PDF files with transactions from My Chase account. Can i download it to QB? Or i need to enter it manually? Thanks

Hi jay74!

 

I understand that you need to upload a file from Chase Bank into QuickBooks Online. Allow me to help you.

 

We are unable to import a PDF file in QuickBooks Online for banking. The support file formats are .CSV, .QFX, .QBO, .OFX, or .TXT. 

 

I suggest you visit the Apps menu. From there, you can see all our supported third-party applications including a file converter. You can search for one that you can use to make your PDF file a support one.

 

You also want to manually create a CSV file. You can simply copy the data from the PDF, paste it to Excel, then save it using the CSV format. You can find the detailed steps here: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Need help in categorizing bank transactions and reconciling accounts? We have articles about that:

 

Leave a comment below if you have other concerns with banking. I'll be here!

Fiat Lux - ASIA
Level 15

Hi! I have some PDF files with transactions from My Chase account. Can i download it to QB? Or i need to enter it manually? Thanks

@jay74 

Utilize this app to convert your PDF files.

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

 

jay74
Level 2

Hi! I have some PDF files with transactions from My Chase account. Can i download it to QB? Or i need to enter it manually? Thanks

Thank you!

jay74
Level 2

Hi! I have some PDF files with transactions from My Chase account. Can i download it to QB? Or i need to enter it manually? Thanks

Thank you!

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