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agreatchildcare@
Level 1

How do I upload old bank statements from a pdf file to QuickBooks Online?

 
3 Comments 3
Fiat Lux - ASIA
Level 15

How do I upload old bank statements from a pdf file to QuickBooks Online?

You need a converter tool

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

 

Adrian_A
Moderator

How do I upload old bank statements from a pdf file to QuickBooks Online?

Hi agreatchildcare@,

 

I know how you can bring your PDF file to QuickBooks Online.

 

I agree with Fiat Lux - ASIA. You'll need an application to achieve this task. You can look for an app that can convert PDF to a CSV, QFX, or QBO file format. Some applications can also import the PDF to QuickBooks Online directly.

 

You can check this link to search for an app: QuickBooks Online app collections.

 

If you opt to use the CSV file format, you can click this link for the details to import the bank transactions: Manually upload transactions.

 

Once done, you can categorize the items to ensure they're on the correct accounts. The information is listed in these references:

 

 

You can always get back to this thread if you need more help with categorization and reconciliation. I'll be around to guide you.

agreatchildcare@
Level 1

How do I upload old bank statements from a pdf file to QuickBooks Online?

Thank you very much, I really appreciate you taking the time to reply.

 

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