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C
Cyn6
October 13, 2025
Question

pdf to csv

  • October 13, 2025
  • 1 reply
  • 0 views

I used several converters to change my pdf to csv.  nothing is working for me to import it into quickbook desktop. I only need january to march, because the beginning balance is starting at April not january.  So my beginning balance is wrong?  I feel if this is uploaded it will correct some of the problem.  I have my account link to quickbooks, but I am not understanding why it did not pick those months.

1 reply

SIAB
SIAB
Level 2
October 13, 2025

What QB Desktop year version do you run? An outdated version?

M
Mirriam_MQuickBooks Team
QuickBooks Team
October 14, 2025

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.

C
Cyn6Author
October 14, 2025

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.

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