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QuickBooks Team

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Hello there, @pHumphrey.

 

Are you trying to convert your bank transactions and import it to QBO? Allow me to share some information on how does importing PDF file to QuickBooks Online.

 

Currently, the ability to directly export PDF documents to QuickBooks Online is not yet available. In the meantime, QuickBooks Online support importing of QFX, .OFX file, CSV and Excel file. What you can do is to convert the PDF file to Excel file format and then export it to CSV Format from Excel.

 

In order for you to import your data, your CSV file should contain the following information: DateDescription and Amount. Make sure to leave off leading zeros and format the date like this: M/D/YY, not like this: MM/DD/YY. For example, January 1, 2016 would be 1/1/16.

 

Once your file has the correct format, you can start with the importing process.

 

On the other hand, the ability to directly import PDF file to QuickBooks would be helpful for both you and your business. I’d be delighted to share these suggestions to our Product Engineers for consideration in future updates. You can also send to us your feedbacks and feature request for product improvements.

 

Here’s how:

  1. Click the Gear icon.
  2. Choose Feedback from the drop-down.
  3. Type in your Comments, Suggestions or Feedbacks.
  4. Choose Next.
  5. Select a category, and click Send message.

Lastly, check out any supported third-party application that offers free conversion of PDF to QuickBooks Online supported files.

 

If you're having difficulty with importing your transactions, I'd suggest reaching out to our Customer Care team. A bank specialist will be able to check your account securely and further assist you via secured remote access session.

 

Don't hesitate to leave your comment below if your have other questions about importing your transactions to QuickBooks Online. I'm always here to help.

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