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Join nowUtilize the importer tool
https://transactionpro.grsm.io/qbo
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
Hope it helps.
Welcome, @venturefidelisre.
To ensure you get the best support with importing the documentation into QuickBooks Online, are you wanting to import transactions? If so, you can manually import or upload transactions from the bank.
Let me guide you how:
Step 1: Pick a date range.
Step 2: Download transactions from your bank.
Step 3: Review the file format and size.
Step 4: Start your upload.
Step 5: Upload your file into QuickBooks.
Step: 6 Categorize the transactions.
Step 7: Reconcile the transactions.
This is a helpful link step by step instructions to manually upload transactions:
If you need anything else, let me know.
Hey Fiat,
Thanks for the information, I'll take a look at this option and see how it works.
Hello Emily,
Thank you for the information, I'm actually trying to find a way to upload a PDF statement from the property management company.
@venturefidelisre wrote:Hello Emily,
Thank you for the information, I'm actually trying to find a way to upload a PDF statement from the property management company.
You need to convert it to XLS/CSV prior to import it later. You may google the free converter.
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