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jmkwasek
Level 1

I converted some pdf bank statements to csv format, resident on my desktop computer, but am unable to then browse / transfer them to intuit. Any clues?

 
1 Comment 1
Kristine Mae
Moderator

I converted some pdf bank statements to csv format, resident on my desktop computer, but am unable to then browse / transfer them to intuit. Any clues?

I'll help you import the bank transactions, Jmkwasek.

 

Let's review the column headers and data. Let's ensure the date, description, and amount columns on the CSV file match the columns and orders in QuickBooks Self-Employed. This way, you can import them successfully.

 

Once done, you can review and categorize them. 

 

Feel free to drop by if there's anything else that you need. 

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