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Join nowTD VISA only keep 6 months worth of transaction history in its Website. I've recently begun to migrate to Quickbooks online and have connected this TD VISA account but it only gives me the last 6 months of transactions. I did not have quickbooks before. Is there a way to migrate the data from a PDF or Paper statements that doesn't involve inputting everything manually? Or a way to input the data from a CSV or spreadsheet file (that is if there is a way to convert a PDF into a spreadsheet)?
Thanks community.
Hello and welcome to the Community @Sakaibar!
It’s great to have you as part of the QuickBooks family. I completely understand not wanting to have to input all of your older transactions manually. Let’s see if we can save you some time.
You can format CSV files in Excel to import into QuickBooks Online. If you don’t have CSV files, you can convert your PDFs to CSV.
Here is a great article with steps on formatting and importing to QBO: Import banking transactions
Let me know how it goes, and if you have any additional questions. I’ll keep an eye out for your reply. Please know I’m here to help anytime!
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