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bud3
Level 1

I'd like to import credit card statements from several years ago, but I only have PDF statements available. How can I import these into Quickbooks? Can be converted?

 
2 Comments 2
Rasa-LilaM
QuickBooks Team

I'd like to import credit card statements from several years ago, but I only have PDF statements available. How can I import these into Quickbooks? Can be converted?

I’m happy to see you in the Intuit Community, bud3.


You can import the PDF statements into QuickBooks by changing the file type. To accomplish this task, please use a third-party application to help convert the file format.


The Intuit Marketplace has a wide range of options for compatible apps. In your browser enter this link to access the site: https://apps.intuit.com/app/apps/home.


In the Search field type in a keyword or category to expedite the process. You can also do this by logging in to your QBO account and then select Apps on the left panel.


After converting the transactions, you can start importing them to QuickBooks. Here’s how:

 

  1. On the left panel, choose Banking and click the Banking link in the upper left.
  2. Click on the drop-down for Update, then select Upload transactions manually.
  3. On the Upload file page, click on the Browse button and locate the file you’re working on.
  4. Pick Open and click Next.
  5. On the Map CSV columns page, make sure to match the account field to a QuickBooks field.
  6. On the CSV transactions for import page, select the data you want to import.
  7. Click on Next and Let's go!


For additional information about the import process, please see the following article: How to download bank data using Excel CSV files.


Let me know if you need further assistance with any of these steps. Please know I’m here to help. Wishing you the best.

Rustler
Level 15

I'd like to import credit card statements from several years ago, but I only have PDF statements available. How can I import these into Quickbooks? Can be converted?

I'd like to import credit card statements from several years ago

 

Understand that if you do that, current balances will change.  There is no such thing as an info only entry in QB.

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