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October 7, 2025
Question

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

  • October 7, 2025
  • 2 replies
  • 21 views
How do I get a pdf bank statement into the right format for importing into QB?

2 replies

SIAB
Level 2
October 7, 2025

You can use pdf2qbo converter tool as a workaround.

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

 

QuickBooks Team
October 7, 2025

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.