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Jul 20, 2022 9:27 PM UTC
Question

I have missing bank transactions, my bank only allows statements to be exported by pdf so I can not import missing data, how else do I get these added?

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1 reply

Jen_D
Jul 21, 2022 12:21 AM UTC

I'm delighted to have you here, @fergalandpauline.

 

Don't worry, I'll help you get your transactions imported in QuickBooks Online.

 

For now, the system can only accept .CSV, .QFX, .QBO, .OFX, or .TXT formats for bank data uploads. With the data from your PDF file, you can convert them to these files so you're able to upload them in the system.

 

You can also manually transfer the data from the PDF file to mentioned supported file types. Make sure it's in the correct format before you upload it.

 

See this article about the formatting and the steps to upload your missing bank files: Manually upload transactions into QuickBooks Online.

 

Please come back here if there's anything else you would like to ask about uploading bank transactions. I'll be right here anytime to help.