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October 8, 2020
Question

If I upload the bank statement in pdf format into QB, so that will the system itself match the transactions and automatically do the bank reconciliation ?

  • October 8, 2020
  • 1 reply
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1 reply

AlexV
October 8, 2020

Good day, sachini-p.

 

I'm here to assist you in uploading your bank transactions.

 

When manually uploading them, we're unable to import a PDF file. You'll want to convert it into a supported file format. These are:

  • CSV
  • QFX
  • QBO
  • OFX

Aside from using a third-party converter, you can create your own CSV file. Here's how to import bank transactions using Excel CSV files for the detailed steps.

 

Once done, you can match and categorise the transactions. Also, QuickBooks Online doesn't reconcile your books automatically. You need to reconcile them to ensure your books are accurate.

 

I'll be here if you need more help. Stay safe!