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I
info481
September 27, 2019
Question

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

  • September 27, 2019
  • 2 replies
  • 1 view
No text available

2 replies

R
RCVQuickBooks Team
QuickBooks Team
September 27, 2019
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.

S
struggeling badly
June 16, 2021

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. 

A
AileneAModerator
Moderator
June 16, 2021

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!

0
0722259325
March 23, 2025

Need assistance to send bankstatements 

0
0722259325
March 23, 2025

I need assistance too send bank statements 

C
Chrea
Level 1
March 23, 2025

@0722259325 

Any specific concerns?

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