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tonyanathan
Level 1

If your bank does not allow direct connect and only allows PDF download of statements what program do I use to convert the PDF to a CSV file?

 
1 Comment
Mark_R
QuickBooks Team

If your bank does not allow direct connect and only allows PDF download of statements what program do I use to convert the PDF to a CSV file?

Welcome to the Community, @tonyanathan.

 

You can look for a program or software that can convert your file from PDF to CSV via Google. This way, you'll be able to import your bank transactions to your QuickBooks Self-Employed (QBSE) account.

 

Once you've already converted the file into a CSV, you can read this article to learn how to import your transactions: Add older transactions to QuickBooks Self-Employed.

 

Just in case you want to manually add transactions in QBSE, feel free to check out this article for more guidance: Manually add transactions in QuickBooks Self-Employed.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

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