I'm here to assist you with uploading PDFs to QuickBooks and converting them to QBO format, @EZ6.
First off, are you referring to converting your PDF bank statement to QBO format so you can upload it to QuickBooks Online?
If so, you can use the QuickBooks Online (QBO) format if you've obtained these transactions from your bank, as it is specifically designed for QBO. Alternatively, you can use a CSV file or a Quicken (QFX) file to import transactions. In this scenario, a third-party converter can help you successfully import the data into the program.
You can visit the QuickBooks Apps section and select a third-party app that can help with exporting and importing bank data into QuickBooks. Enter a relevant keyword to find the best app for your needs, and I recommend reading the app details before clicking the Get App Now option.
Afterwards, you can proceed with importing your transactions. Here's how:
- From the left pane, select the Banking menu.
- Choose the blue tile for the account you wish to upload transactions into.
- Click on the Link Account ▼ dropdown and choose Upload from file.
- Select Drag and drop or select files.
Moreover, you'll want to consider manually uploading your transactions. It contains steps that will guide you through entering them into the program.
Additionally, I'll include these articles for further assistance with handling bank transactions in QBO:
If you have further questions about handling your transactions, please let us know. I'll be right here to help you.
