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A
Amit Shah
November 23, 2023
Question

How do i convert bank statement pdf files to qbo file to import old bank statements

  • November 23, 2023
  • 2 replies
  • 0 views
TD Bank has old statements in PDF files and i want to import to my new quickbooks online version.

2 replies

4
4Gal
November 23, 2023

You can use MT Online or pdf2qbo

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

 

M
MelroseV
November 23, 2023

Welcome to the Community, Amit.

 

To import your data into QuickBooks Online, you can only use a specific file such as .csv and .qbo files. However, you can find an available supported third-party app to convert your bank statement from a PDF file to a format compatible with QuickBooks Online. This way, it will be convenient for you to import your files into the software.

 

You can also utilize the Google Search engine for a converter app for you to convert your PDF file to a CSV file.

 

After converting your PDF to CSV, we can manually upload your bank statement to QuickBooks Online. 

 

Once done, you can categorize and match your online transactions in QuickBooks.

 

If you have additional questions besides importing your online banking transactions, you can always click the Reply button below. I'll be around to lend a hand. Stay safe!

E
EMY37
January 25, 2024

Do we have a free converter app?

    R
    ramee21
    March 13, 2025

    I have the same problem and took a look at some options:

    pdf2qbo (forgot website but not bad)

    https://statementsheet.com (good at formatting to CSV)

    https://capyparse.com (great - exported in the correct format worked for my needs)

     

    Whatever you pick, make sure that the product can export as a CSV with 3 columns (date, description, amount). There's also a 4 column option with credit/debit but I haven't seen software that does that.

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