How do I change a PDF bank statement document to a QBO document so I can upload it into Quickbooks?
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:
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.
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.
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.
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:
You can utilize this article to customize any report: Customize reports in QuickBooks Desktop.
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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
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