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info481
Level 1
posted
‎September 26, 2019 05:10 PM
last updated ‎September 26, 2019 5:10 PM

I need assistance with uploading bank statements - bank can only give it in pdf format

 
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4 Comments 4
RCV
QuickBooks Team
QuickBooks Team
‎September 26, 2019 05:10 PM

I need assistance with uploading bank statements - bank can only give it in pdf format

Hi there, info.

QuickBooks Online (QBO) only supports CSV, QBO, OFX, and QFX files when uploading bank data into your Online account. Since your bank only provided a PDF copy of the statement, you'll first need to convert it to one of the supported file formats.

You might want to check online for any applications that can help you convert a PDF file into the supported file formats.

Once you've successfully converted the statement, you can follow the steps in these articles on how to import them:
I have a link here that contains articles about Online banking: https://community.intuit.com/browse/quickbooks-online-intl-banking.

Keep us posted if you need anything else with importing bank data. I'm always here to help.

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struggeling badly
Level 1
‎June 16, 2021 08:14 AM

I need assistance with uploading bank statements - bank can only give it in pdf format

this is the most frustrating thing i have ever donee. i want to quit this entire system because of it.

 

the bank statements for previous months can only be downloaded in pdf. i then convert it to cvs but then i try to upload it theres always some isse about colums or just ordinary errors with no explenation. 

 

if you could supply a template todownload that i can just copy the dayes , memo and amounts soi can upload it please. 

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AileneA
Moderator
Moderator
‎June 16, 2021 09:07 AM

I need assistance with uploading bank statements - bank can only give it in pdf format

Hello, struggeling badly.

 

As of this moment, we only support CSV, QBO, OFX, and QFX files in QuickBooks. Also to successfully upload your file, you'll need to follow the QuickBooks format.   

 

Additionally, you can visit the Intuit App Center and check out a supported third party import tool.

 

 To learn more about how the importing process works, you can read through these articles: 

 

 

Keep in touch if there's anything you need. I'm always right here to help. Stay safe!

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Fiat Lux - ASIA
Level 15
‎June 18, 2021 01:04 AM

I need assistance with uploading bank statements - bank can only give it in pdf format

@struggeling badly 

Utilize this PDF2QBO converter app.

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

 

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