Step 2, you can open it in EXCEL and make any changes you want, maybe you can rename some vendors or concatenate the Description and Memo fields, if you are skilled in excel you know what i mean… otherwise, you can leave the file as is and proceed to convert to. CSV file with the same name as the PDF on the same location in your computer: When the conversion is completed, you will get a log previewing the work that was done: Launch PDF2CSV and load the bank statement: Step 1, convert your original Bank Statement PDF onto a CSV (Excel File), it is important to mention that SCANNED bank statements do not count. Alternatively, you can buy 2qbo Convert and skip STEP 2.įirst, for illustration purposes, this is what my PDF bank statement looks like: You must own a copy of 2qbo Convert Pro+, or BOTH: PDF2CSV & CSV2QBO by MoneyThumb to do this exact same exercise. Here is a video that explain how the converter software works (video is from 2018, but 100% relevant to 2020): ![]() ![]() ![]() Note: if your bank transaction data is in an EXCEL file, this will work as well. In a nutshell, if you have a PDF bank statement from your bank or downloaded a CSV file and would like to import it into QuickBooks using Bank Feeds (Online Banking), this is an article you may want to pay attention to.
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