Importing Credit Card Transactions from PDF statement to QB Desktop - how can I do this?

Anonymous · ‎December 30, 2018

We use US Bank for our credit cards, and they do not currently offer a credit card transaction interface to QB desktop. I can get a PDF statement downloaded and would like to know the right format to convert to to create an update to QB desktop, and how to create the update. Is it an IIS upload? Is there a template available?

Thanks!

Tom

Rustler · ‎December 31, 2018

pdf's can not be imported, first you need a third parry program to "read" and convert the pdf to an excel sheet

then you either format that sheet per the iif format, or since you will do this a lot purchase a program like transaction pro importer to get the job done quickly

Anonymous · ‎January 04, 2019

Once you get your data in Excel, consider using our BRC IIF Transaction Creator Pro to help you create an IIF file for import.

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Importing Credit Card Transactions from PDF statement to QB Desktop - how can I do this?

Importing Credit Card Transactions from PDF statement to QB Desktop - how can I do this?

Importing Credit Card Transactions from PDF statement to QB Desktop - how can I do this?

Importing Credit Card Transactions

Importing Credit Card Transactions

Importing Credit Card Transactions

How to import my Credit Card Transaction in QB 201...

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