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Experienced Member

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

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 

2 Comments
Established Community Backer ***

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

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

BRC
Established Community Backer ***

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

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