pdf to csv

Forum|Forum|8 months ago
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.

QuickBooks Desktop

SIAB

Level 2

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 An outdated version?

Cyn6Author

i did not solved the problem.

JenoP

QuickBooks Team

The Continue button is not clickable because the bank account is already locked into the Direct Connect method, Cyn6.

When you tried to import the .QBO file, the program sees that the account is already being serviced through automatic download. It's a safety feature designed to prevent duplicate transactions by mixing the automatic downloads with a manual import.

To proceed with the manual import, you can temporarily deactivate the Bank Feeds for that account. Here's how:

Go to your Chart of Accounts.
Right-click on the bank account you want to, then click Edit Account.
Proceed to the Bank Settings tab.
Choose Deactivate all online services, then select OK.
Click Save & Close.

After that, follow the same steps in the previous response to import the .QBO file. . Then, make sure to categorize or match all imported transactions.

Once done, you can switch back to Direct Connect to automatically download all future transactions.

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