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March 23, 2024
Question

How do I import bank statements of one of my business checking & 2 credit card acc'ts to my QBs Online so I don't have to continue to convert from pdf & upload manually?

  • March 23, 2024
  • 1 reply
  • 0 views
Bank transactions upload to all checking & credit care acc'ts-just not statements. Statements beginning 02/23 to present needed.

1 reply

March 23, 2024

Hi there, @Lj0552. Let's team up to help you get your statements seamlessly into QuickBooks Online (QBO).

 

It would be great not to convert statements from PDFs when you want to get them into your QBO. In this situation, you'll want to get in touch with your bank provider and specifically ask for a CSV file copy of the statements. This way, you can easily upload the file to your company and start managing transactions.

 

Once you have the statements in CSV format, you'll want to review and make sure everything checks out before getting them into QBO. You can check this page for more details about the appropriate formatting: Format CSV files in Excel to get bank transactions into QuickBooks.

 

In addition, here are some articles to help you manage bank transactions and learn more about how to reconcile an account inside the program:

 

 

We'll always be around if you need assistance managing bank transactions or need assistance with your QuickBooks-related concerns. Don't hesitate to comment below so we can help you again.