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khutchison1231-g
Level 1

My Capital One statements are only in PDF format, how can I fix this so I can download them into quickbooks?

 
2 Comments 2
JessT
Moderator

My Capital One statements are only in PDF format, how can I fix this so I can download them into quickbooks?

Hi there, khutchison1231-g!

 

Thank you for utilizing the Banking feature in QuickBooks.

 

You'll want to find a converter to convert your file to a CSV or XLXS (to be saved as CSV). You'll only need the following columns in order to import your transactions: Date, Description, and Amount. It's even better if you can connect your bank account so you don't have to upload transactions in the future.

 

Here are some articles for your additional reference:

 

 

I'm just a comment away should you need more help with online banking in QBO. Take care and have a  good one!

Fiat Lux - ASIA
Level 15

My Capital One statements are only in PDF format, how can I fix this so I can download them into quickbooks?

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