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Which file format can you get from your bank? pdf, csv or else?
2023 are PDF statements
It's great seeing you here in the Community space, johnagos! Let me chime in on this conversation to provide details about adding your 2023 bank statements to QuickBooks Online (QBO).
Yes, you can add your bank statements from the previous year to QuickBooks. First, make sure to convert the pdf file to CSV file format. Before uploading, ensure to check these things to prevent errors:
Here's how to upload your bank statements:
Once you're done importing your transactions into QuickBooks, you can now start categorizing your transactions to avoid duplicates.
That'll help you import your bank statements to QuickBooks, johnagos. Let me know if you have other concerns about importing transactions to QBO. The Community is always here to lend a hand at any time.
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