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Uploading Bank Documents

Trying to use WebConnect to upload bank documents and the only option I see for downloading bank documents through my bank website is to download them in PDF. How do I change the format to be one of the ones below that QB accepts? 

  • Comma-Separated Values (CSV). CSV files may require additional mapping. See Import bank transactions from Excel CSV file to QuickBooks Online for more information
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX)
1 Comment
QuickBooks Team

Re: Uploading Bank Documents

Hi EmilyGale,

 

You can look for some converters online or you can search for a third-party app in the Apps page. Simply click the Apps menu in the left navigation bar and search for something like web connect, converter, bank transactions, etc.

 

Alternatively, you can manually enter your transactions in QuickBooks. Just open your bank register in the Chart of Accounts, and click the Add function below the DATE header.

 

 

Please go back to this thread if you have more questions.

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