pdf to csv

Importing bank data into QuickBooks Desktop (QBDT) through Web Connect only works with .qbo files, Cyn6.

When you link your bank account to QBDT for the first time, the number of transactions downloaded depends on your bank's settings. Most banks typically allow up to 90 days of historical transactions to be downloaded.

If your transactions are in a PDF file, we recommend converting the file to a .qbo format rather than a CSV file to ensure compatibility with QuickBooks. And before importing your data, always create a backup of your company file. This ensures that you can restore your data should any issues arise during the process.

Once your .qbo file is ready, follow these steps to import transactions using Web Connect:

1. Open the Banking menu at the top of your QBDT account and select Bank Feeds.
2. Choose Import Web Connect Files.
3. Locate and select the .qbo file you saved, then click Open.
4. Select your bank account.
5. Click Continue. A confirmation dialog box will appear, indicating that the data has been successfully imported into QuickBooks.
6. Click OK. Then, go to the Bank Feeds Center to review and manage your imported transactions.

If you have any additional questions or need further help, please don’t hesitate to ask. Feel free to leave a comment below.

i have intuit quickbooks enterprise solutions 24.0

When I do that, it keeps asking me to import new transaction now, then my account comes up but when I select use an existing Quickbooks account, the continue button does not come up blue.  If I create a new quickbooks account which make me an account, which I do not want to happen.

i did not solved the problem.

Thanks for keeping us updated, Cyn6.

This happens because QuickBooks uses certain identifiers in the .qbo file to associate it with a specific account in your Chart of Accounts.

If that account is already set up for bank feeds, QuickBooks blocks the connection to avoid conflicts. You can temporarily disconnect the account to allow the import to happen.

Here's an article as a guide: Disconnect Bank Feeds for an account in QuickBooks Desktop.

Then, reconnect the account and import the .qbo file once again.

The Community is always here if you need anything else.

@Cyn6 

You can use pdf2qbo converter tool as a workaround.

https://www.moneythumb.com/?ref=110