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franco7k
Level 1

Is it possible to download my husbands bank statement from a PDF file to CSV, QFX, QBO, or OFX from a MAC desktop? If so, how? Thank you

 
2 Comments
Anonymous
Not applicable

Is it possible to download my husbands bank statement from a PDF file to CSV, QFX, QBO, or OFX from a MAC desktop? If so, how? Thank you

I haven't had much success migrating from pdf to spreadsheet formats. It would be preferable to download them from the bank in the right format in the beginning.

GarlynGay
Moderator

Is it possible to download my husbands bank statement from a PDF file to CSV, QFX, QBO, or OFX from a MAC desktop? If so, how? Thank you

Hi RClay and franco7k,

 

Currently, QuickBooks can only import bank transactions from .QBO or .IIF format. I recommend using a PDF format using a third app for conversion. You can also check with your bank if they support these file formats. 

 

Here's an article about how to import bank transactions: Set Up and Use Online Banking (Mac).

 

Let us know if you have any questions. 

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