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Jez-Prettejohn
Level 1
posted
Tuesday
last updated ‎October 07, 2025 8:21 AM

My bank is not linked to QB. How do I prepare a pdf bank statement for import into QB

How do I get a pdf bank statement into the right format for importing into QB?
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2 Comments 2
SIAB
Level 7
Tuesday

My bank is not linked to QB. How do I prepare a pdf bank statement for import into QB

You can use pdf2qbo converter tool as a workaround.

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

 

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ThomasJosephD
QuickBooks Team
QuickBooks Team
Tuesday

My bank is not linked to QB. How do I prepare a pdf bank statement for import into QB

You can convert the PDF into a Comma-separated values (CSV) file, Jez.

 

QuickBooks accepts file formats such as .CSV, .QBO, .QFX, or .TXT for uploading or importing bank transactions, with .CSV being the most recommended format.

 

To ensure a smooth upload, please make sure the file size is smaller than 350 KB and that it includes the appropriate data structure, either 3 columns (Date, Description, Amount) or 4 columns (Date, Description, Credit, Debit). Please check the image below.

 

 

You can refer to this article to learn more about preparing CSV file formats: Format CSV files in Excel to get bank transactions into QuickBooks.

 

For guidance on how to manually upload the file into QuickBooks Online, check out this article: Manually upload transactions into QuickBooks Online.

 

Let us know if you have additional questions or need further assistance.

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