Guides

Getting transactions out of bank statement PDFs and into your books – correctly, and without retyping.

• How to import a PDF bank statement into QuickBooks Online

  CSV or .qbo, the columns QuickBooks needs, and where the upload button is.

• How to check a converted bank statement is complete

  Four checks, with Excel formulas, that prove nothing was dropped or misread.

• How to convert a scanned bank statement to Excel

  Scans and phone photos: how to capture them, and the digits OCR gets wrong.

Free tools

• CSV to QBO converter

  Turn a bank or credit card CSV into a QuickBooks Web Connect file. Runs in your browser – nothing is uploaded.