What works today
| You use | Route | Status |
|---|---|---|
| QuickBooks Online | PDF to Excel here, save as CSV, upload to QuickBooks | Possible, steps below |
| QuickBooks Desktop, Web Connect | Needs a .qbo file | Not possible with this tool |
| Your bank offers a .qbo download | Download it from online banking | Best option, no conversion |
How to get a PDF statement into QuickBooks Online
- Upload the PDF above, click Extract Tables, then Export to Excel.
- Open the file and check it. You need one table: Date, Description, Amount. See what the converter returns.
- Delete the Balance column. Intuit describes only 3-column and 4-column layouts.
- Save the sheet as CSV from Excel. Our direct CSV export uses semicolons, so saving from Excel is the simpler route. On a Mac, Intuit says to save as a Windows CSV file.
- Upload the file in QuickBooks Online with the file upload option in bank transactions, and map the columns.
We have not tested this upload in QuickBooks ourselves. Intuit lists more rules, for example a single date format in the whole file, in its CSV guide.
When this route does not fit
- Scanned statements do not get the clean table, so the columns need manual work first.
- Statements with an unusual layout may come out as raw tables. Check the file before you import it.
- Web Connect needs a real .qbo file. Ask your bank if it offers one. See what a QBO file is.
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Questions and answers
Can I convert a PDF to QBO here?+
No. This site does not create .qbo files, and we have no release date for it. You can convert the PDF to Excel or CSV, and QuickBooks Online can upload bank transactions from a CSV file.
Can I upload a bank statement PDF to QuickBooks directly?+
Intuit's CSV guide covers CSV files and bank files such as QBO, QFX and OFX. For a PDF statement, get the transactions into a CSV file first.
What CSV layout does QuickBooks Online accept?+
Intuit describes two: 3 columns (Date, Description, Amount) and 4 columns (Date, Description, Credit, Debit). Our clean table has Date, Description, Amount and Balance, so delete the Balance column before you upload it.
Does this work with QuickBooks Desktop?+
Not through Web Connect. Intuit says a .qbo file is the only type Web Connect can read, and we do not create those.