How do I convert a PDF document to a QBO document to upload into Quickbooks Online? (2024)

‎March 20, 202202:17 PM

How do I change a PDF bank statement document to a QBO document so I can upload it into Quickbooks?

• QuickBooks Online

JamaicaA

I’ll help you convert your PDF bank document so you can import it into QuickBooks Online, @ChasingTruth.

You can use the QuickBooks Online (QBO) format if you acquired these transactions from your bank. This is specifically formatted for QBO. You can also use aCSV fileor Quicken (QFX) file to import transactions.In this case, you can use a third-party converter to successfully bring them into the program.

You can go to QuickBooks Apps and choose a third-party that can assist you in exporting and importing bank data into QuickBooks. From there, enter a keyword to pick the best app for your needs. I’d also suggest reading the app information before clicking theGet app nowoption.

Once done, you can then proceed to import your transactions. I’ll show you how:

1. On the left pane, selectBanking menu.
2. Choose the blue tile for the account you want to upload the transactions into.
3. Click theLink account▼dropdown and thenUpload from file.
4. Select the Drag and drop or select files.
5. Follow the onscreen instructions.

You'll want to consider manually uploading your transactions.It contains steps that'll guide you through entering them into the program.

Use these articles for further references about handling bank transactions in QBO:

• Download, match and categorize your bank transactions.
• Reconcile an account in QuickBooks Online.

You can also get one-on-one help for your business:
Check out QuickBooks Live.

Feel free to leave a comment below if you have further questions or requires additional assistance with handling your transactions. I’ll be here to help in any way I can. Take care.

@ChasingTruth

Utilize a converter tool

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

Will this also work on Quickbooks Desktop Pro 2020?

I have imported to my computer the monthly statement pdfs., and in some cases have a full year of them combined in a pdf.

Hello there,

You may want to find some third-party applications that allow you to convert files and get your data into your QuickBooks without breaking anything in the Apps for QuickBooks Desktop webpage or by following this link: https://desktop.apps.com/home.

Once on the page, follow the steps below:

1. Go toAll Applications.
2. On the search tab, type in the clue word of the specific app you're looking for.
3. Click the magnifying glass to search.

You can utilize this article to customize any report:Customize reports in QuickBooks Desktop.

Thanks for dropping by. We're available 24/7 to tend to each of your concerns. Don't hesitate to post here again. Stay safe!

@Jaybird123

The app I mentioned earlier also supports QB Desktop. You can convert PDF file to QBO file and import it to QB Desktop.

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

But keep in mind, Intuit only supports QBD 2020 until the end of this month. Then you have to convert your PDF file to CSV file, and use another 3rd party tool to import.

https://get.transactionpro.com/qbd

@Agallo1415

You can use the converter tool as I mentioned earlier.

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

@Edwinr0126

You can use MT Online

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

Hello and welcome to the Community, Edwinr0126. I will assist you in converting your bank document for easy import into QuickBooks.

You can convert PDF documents from your bank through the QBO format or by utilizingCSVor Quicken (QFX) files. A third-party converter to import bank data would also be a great help.

Moreover, you can check outQuickBooks Appsto discover a suitable tool for importing. Use keywords to search for the most appropriate app. I recommended reviewing the app details before selecting theGet app nowoption.

Once done, you can then proceed to import your transactions. I’ll show you how:

1. Go to theBankingmenu on the left pane.
2. Choose the account you want to upload.
3. Click theLink accountdropdown and thenUploadfrom file.
4. Select theDrag and dropor select files.
5. Follow the onscreen instructions.

Explore this article for additional guidance in entering bank transactions into the program:Manually uploading transactions to QBO.

Refer to these articles for more information on managing bank transactions in QBO:

• Download, match, and categorize
• Reconcile an account

For further questions or assistance with converting your bank transactions for upload, please don't hesitate to comment below. I'm always here to help!