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KwameDavis
Level 1

How to import pdf bank statements?

Dear Sir,

I would like you to assist me with getting Licence And Product Number for Quickbooks  Accountant  2020 I downloaded from this site. 

Looking Forward to hearing from you

Thank you

Best Regards

JessT
Moderator

How to import pdf bank statements?

Hi KwameDavis,

 

The license number and the product codes were emailed to you when you purchased QuickBooks Desktop. If you can't find it, you can log in to the Customer Account Maintenance Portal (CAMPs). Then, look for the QuickBooks Desktop product and see the details.

  1. Sign in to camps.intuit.com. Or learn more about signing in.
  2. Find your app or subscription in the Products & Services list.
  3. Select Details.

Feel free to check out the beginners guide for your additional reference.

 

Let me know if you need anything else. Have a good day!

LB03
Level 1

How to import pdf bank statements?

How do i import pdf files to quick books

MirriamM
Moderator

How to import pdf bank statements?

Thanks for joining the thread, @LB03.

 

Able to import PDF files to QuickBooks Desktop (BQDT) is unavailable. Right now, what you can import are the following:

  • MS Excel files
  • CSV files
  • IIF files
  • .QBO files

In the meantime, you can convert your PDF file online to the file types above. You can see below links for more information about importing data in QBDT:

I can see how the option to import PDF files would be beneficial to you and your business. Our developers periodically update and release new features for QuickBooks Desktop. They might change how this works in the future. I'd encourage to visit the What's New section on your QuickBooks Desktop, to be updated with our latest news and updates including product improvements or open this link to view our product update blogs.

 

If you've got any questions when using QuickBooks, let me know by commenting below. I am here to help. Have a nice day.

Fiat Lux - ASIA
Level 15

How to import pdf bank statements?

@LB03 

Utilize the trial license of this app

https://www.moneythumb.com/?ref=110

 

BenjiB
Level 1

How to import pdf bank statements?

SOLUTION for 2023:

 

Use DocuClipper (linked) to convert the PDF's into QB accepted excel files. DocuClipper reconciles for you and it's insanely accurate. Saved me days of time for my business. You will need to sign up for a plan but it's inexpensive. Worth it! 

 

https://www.docuclipper.com/solutions/convert-bank-statements-to-excel/?lmref=ehA_5Q

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