How do I convert a PDF document to a QBO document to upload into Quickbooks Online?

ChasingTruth · ‎March 20, 2022

How do I change a PDF bank statement document to a QBO document so I can upload it into Quickbooks?

JamaicaA · ‎March 20, 2022

I’ll help you convert your PDF bank document so you can import it into QuickBooks Online, @ChasingTruth.

You can use the QuickBooks Online (QBO) format if you acquired these transactions from your bank. This is specifically formatted for QBO. You can also use a CSV file or Quicken (QFX) file to import transactions. In this case, you can use a third-party converter to successfully bring them into the program.

You can go to QuickBooks Apps and choose a third-party that can assist you in exporting and importing bank data into QuickBooks. From there, enter a keyword to pick the best app for your needs. I’d also suggest reading the app information before clicking the Get app now option.

Once done, you can then proceed to import your transactions. I’ll show you how:

On the left pane, select Banking menu.
Choose the blue tile for the account you want to upload the transactions into.
Click the Link account ▼ dropdown and then Upload from file.
Select the Drag and drop or select files.
Follow the onscreen instructions.

You'll want to consider manually uploading your transactions. It contains steps that'll guide you through entering them into the program.

Use these articles for further references about handling bank transactions in QBO:

You can also get one-on-one help for your business:
Check out QuickBooks Live.

Feel free to leave a comment below if you have further questions or requires additional assistance with handling your transactions. I’ll be here to help in any way I can. Take care.

View solution in original post

JamaicaA · ‎March 20, 2022

I’ll help you convert your PDF bank document so you can import it into QuickBooks Online, @ChasingTruth.

You can use the QuickBooks Online (QBO) format if you acquired these transactions from your bank. This is specifically formatted for QBO. You can also use a CSV file or Quicken (QFX) file to import transactions. In this case, you can use a third-party converter to successfully bring them into the program.

You can go to QuickBooks Apps and choose a third-party that can assist you in exporting and importing bank data into QuickBooks. From there, enter a keyword to pick the best app for your needs. I’d also suggest reading the app information before clicking the Get app now option.

Once done, you can then proceed to import your transactions. I’ll show you how:

On the left pane, select Banking menu.
Choose the blue tile for the account you want to upload the transactions into.
Click the Link account ▼ dropdown and then Upload from file.
Select the Drag and drop or select files.
Follow the onscreen instructions.

You'll want to consider manually uploading your transactions. It contains steps that'll guide you through entering them into the program.

Use these articles for further references about handling bank transactions in QBO:

You can also get one-on-one help for your business:
Check out QuickBooks Live.

Feel free to leave a comment below if you have further questions or requires additional assistance with handling your transactions. I’ll be here to help in any way I can. Take care.

Fiat Lux - ASIA · ‎March 20, 2022

@ChasingTruth

Utilize a converter tool

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

DogsBreakfast · ‎April 08, 2023

FWIW anyone who has this problem, I looked at Money Thumb but the reviews were not very good. I found some software from ProperSoft called ProperConvert and tested it out on my bank statements. It seemed to work OK with the demo (10 transactions), and I used the demo to figure out how to get the data into my QBO without breaking anything, so I bought a license and it has worked like a charm. I only needed to deselect one line where it picked up the opening balance as a deposit, simple. Fast, powerful and accurate and a simple monthly pricing model vs volume pricing. I'd recommend.

Jaybird123 · ‎May 06, 2023

Will this also work on Quickbooks Desktop Pro 2020?

I have imported to my computer the monthly statement pdfs., and in some cases have a full year of them combined in a pdf.

JamesAndrewM · ‎May 06, 2023

Hello there,

You may want to find some third-party applications that allow you to convert files and get your data into your QuickBooks without breaking anything in the Apps for QuickBooks Desktop webpage or by following this link: https://desktop.apps.com/home.

Once on the page, follow the steps below:

Go to All Applications.
On the search tab, type in the clue word of the specific app you're looking for.
Click the magnifying glass to search.

You can utilize this article to customize any report: Customize reports in QuickBooks Desktop.

Thanks for dropping by. We're available 24/7 to tend to each of your concerns. Don't hesitate to post here again. Stay safe!

Fiat Lux - ASIA · ‎May 06, 2023

@Jaybird123

The app I mentioned earlier also supports QB Desktop. You can convert PDF file to QBO file and import it to QB Desktop.

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

But keep in mind, Intuit only supports QBD 2020 until the end of this month. Then you have to convert your PDF file to CSV file, and use another 3rd party tool to import.

https://get.transactionpro.com/qbd

Agallo1415 · ‎August 23, 2023

Can you tell me where I go to convert bank statements to QBO format!

JamaicaA · ‎August 23, 2023

I’ll help you convert your bank statement into another format so you can import it into QuickBooks Online, @Agallo1415.

You can use the QuickBooks Online (QBO) format if you acquired these transactions from your bank. This is specifically formatted for QBO. You can also use a CSV file or Quicken (QFX) file to import transactions. In this case, you can use a third-party converter to successfully bring them into the program.

You can go to QuickBooks Apps and choose a third-party that can assist you in exporting and importing bank data into QuickBooks. From there, enter a keyword to pick the best app for your needs. I’d also suggest reading the app information before clicking the Get app now option.

Once done, you can then proceed to import your transactions. I’ll show you how:

On the left pane, select Banking menu.
Choose the blue tile for the account you want to upload the transactions into.
Click the Link account ▼ dropdown and then Upload from file.
Select the Drag and drop or select files.
Follow the onscreen instructions.

You'll want to consider manually uploading your transactions. It contains steps that'll guide you through entering them into the program.

Use these articles for further references about handling bank transactions in QBO:

Feel free to leave a comment below if you have further questions or requires additional assistance with handling your transactions. I’ll be here to help in any way I can. Take care.

Fiat Lux - ASIA · ‎August 23, 2023

@Agallo1415

You can use the converter tool as I mentioned earlier.

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

Edwinr0126 · ‎March 25, 2024

I need to do the same thing. I was able to download a year of so worth of statements in PDF format and need to upload them to Quickbooks online and dont know how to do it.

4Gal · ‎March 25, 2024

@Edwinr0126

You can use MT Online

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

AdonL · ‎March 25, 2024

Hello and welcome to the Community, Edwinr0126. I will assist you in converting your bank document for easy import into QuickBooks.

You can convert PDF documents from your bank through the QBO format or by utilizing CSV or Quicken (QFX) files. A third-party converter to import bank data would also be a great help.

Moreover, you can check out QuickBooks Apps to discover a suitable tool for importing. Use keywords to search for the most appropriate app. I recommended reviewing the app details before selecting the Get app now option.

Once done, you can then proceed to import your transactions. I’ll show you how:

Go to the Banking menu on the left pane.
Choose the account you want to upload.
Click the Link account dropdown and then Upload from file.
Select the Drag and drop or select files.
Follow the onscreen instructions.

Explore this article for additional guidance in entering bank transactions into the program: Manually uploading transactions to QBO.

Refer to these articles for more information on managing bank transactions in QBO:

For further questions or assistance with converting your bank transactions for upload, please don't hesitate to comment below. I'm always here to help!

samos123 · ‎August 19, 2024

I build SupaClerk.com which allows you to upload a PDF bank statement and convert it to the Quickbooks 3 column CSV format. The first 5 bank statements are totally free so you can try it out. Just make sure to select CSV as the output format.

Please let me know if you have any issues and will fix them for you!

9341 4527 8846 0945 · ‎August 21, 2024

Lack of Quicken Online not allowing pdf file uploads when that is all Chase will provide is a deal breaker. Your company is a joke and Dan Gilbert is ashamed of this platform.

NathanArnold1 · ‎December 08, 2024

To anyone that doesn't want to have to pay monthly subscription fees to a third-party app for this type of thing, you can do this completely free if you're willing to do a little parsing. You don't need to upload a QBO format, CSV or TXT work just fine. All you need is a .csv or .txt file with the following data format (example data filled in):

Date, Description, Amount

2024-12-08, Transaction fee, -50.00

2024-12-07, Sale of XYZ, 100.00

Just find a free PDF parser online, turn your bank statement into this format and upload it. It's too simple to justify paying a monthly fee for this type of thing.

Chrea · ‎December 08, 2024

The original poster asked about converting bank statements from PDF file format. If you can get the file in CSV, you can use the csv2qbo converter tool. This is a one-time $60 license.

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

Topics

Training

Community

Resources

How do I convert a PDF document to a QBO document to upload into Quickbooks Online?