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February 7, 2023
Question

I am trying to import my bank statements to quickbooks online. I downloaded them and they are currently in PDF form.how do I get them to upload to quickbooks?

  • February 7, 2023
  • 5 replies
  • 100 views
This is my first 3 months using quickbooks for by business. My business partner and I need baby steps!

5 replies

MJoy_D
QuickBooks Team
February 7, 2023

I can help you with importing your bank statements in QuickBooks Online (QBO), @acosalonsuitesll.

 

Try checking for a third-party app that'll convert the file from PDF to CSV file.

 

You may also consider checking with your bank if they can generate a supported file format. It should be either a Comma-Separated Values (CSV), Quicken (QFX) file, or a QuickBooks Online (QBO) file. 

 

To check the format of your file, check out this article for detailed guidance on how to use either a 3-column or 4-column format. See this article for more information: Format CSV files in Excel to get bank transactions into QuickBooks. Then, here's more information on how to manually import them into QuickBooks Online.

 

Refer to the following article on how you can resolve errors you'll encounter when importing bank statements to QBO: Common errors for importing bank transactions using CSV.

 

I'm always here if you need more help importing your bank statements in QBO. Let me know in the Reply section below. Keep safe, and have a wonderful day!

February 9, 2023

I have tried this, the statements do not neatly transfer to a csv file, it’s way to time consuming to manually fix them all. Plus, other people can upload their pdf they tell me so why can’t we? Also, our bank accounts are linked, but our statements aren’t, why? 

QuickBooks Team
February 9, 2023

I appreciate you getting back to the thread and for doing the suggested troubleshooting steps above, @acosalonsuitesll. I'll share additional information about uploading your bank transactions to QuickBooks Online (QBO).

 

I understand that you want to upload the bank statements in a PDF file directly to QBO. However, that option is currently unavailable. 

 

On the other hand, with regards to your statements not neatly transferring to a CSV file, you'll want to check the CSV formatting styles. Also, know that the maximum file size is 350 KB to successfully upload those transactions in QBO. 

 

You can fine-tune the formatting if you receive an error message when you upload the file.

 

Here's how:
 

  • Remove any zeros (0) from the file. Leave those cells blank.
  • Correct any transactions that display numbers in the Description column.
  • Remove the word "amount" if it appears in the Credit or Debit column header. They should only read "Credit" and "Debit" without the word "amount."
  • Make sure DD/MM/YYYY for the dates format.
  • If you're a Mac user, you'll need to save the file as a Windows CSV file.
  • Some banks add the day of the week in the Date column (for example, 20/11/2018 TUE). You need to remove the day of the week. To do this, split the date and the day of the week into separate columns:
  1. Open the CSV in Microsoft Excel.
  2. Highlight the column that contains the date.
  3. Go to Data then select Text to Columns.
  4. Follow the onscreen steps and select the following:
  • Original data type: Delimited
  • Delimiters: Space
  • Column data format: General
     

Once your file is correctly formatted, you can upload them to your QBO account. You can refer to this article for the step-by-step process: Manually upload transactions into QuickBooks Online.

 

I've also added the following article for future reference:

 

Don't hesitate to post a response, if you have any clarification or additional information about managing your bank statements concerns. I'll be around. Take care!

Fiat Lux - ASIA
Level 14
February 8, 2023

@acosalonsuitesll 

Use the pdf2qbo converter as a workaround

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