I need assistance with uploading bank statements - bank can only give it in pdf format

• Manually upload transactions into QuickBooks Online
• Import bank transactions using Excel CSV files

this is the most frustrating thing i have ever donee. i want to quit this entire system because of it.

the bank statements for previous months can only be downloaded in pdf. i then convert it to cvs but then i try to upload it theres always some isse about colums or just ordinary errors with no explenation. 

if you could supply a template todownload that i can just copy the dayes , memo and amounts soi can upload it please. 

Hello, struggeling badly.

As of this moment, we only support CSV, QBO, OFX, and QFX files in QuickBooks. Also to successfully upload your file, you'll need to follow the QuickBooks format.   

Additionally, you can visit the Intuit App Center and check out a supported third party import tool.

 To learn more about how the importing process works, you can read through these articles: 

• Manually upload transactions into QuickBooks Online
• Import bank transactions using Excel CSV files 

Keep in touch if there's anything you need. I'm always right here to help. Stay safe!

@struggeling badly 

Utilize this PDF2QBO converter app.

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

Need assistance to send bankstatements 

I need assistance too send bank statements 

@0722259325 

Any specific concerns?

It's good to have you here in the Community, 0722259325. I'll be glad to help you send a bank statement here in QuickBooks.

Sending bank statements in QuickBooks Online can generally be done by exporting or sharing the necessary information that you have recorded in QuickBooks. While QuickBooks Online doesn’t directly generate bank statements in the traditional sense from your bank, you can access bank transactions and reports.

Here’s how:

1. In your QuickBooks Online.
2. On the left sidebar, click on Reports.
3. Select the Report Type, in the search bar.
4. You can type Transaction Detail by Account.
5. You can customize the Report:
   • Set the date range for the report to cover the period you want.
   • In the "Filter" section, you can choose the specific bank account if you have multiple accounts listed.
6. Select More options above beside Save As.
7. Export or directly Send the bank statement via Email, you have to click the Email Report and then make adjustments.
8. Hit Send Email.
    

Additionally, I'm adding this resource to help you export your reports, lists, and other data from QuickBooks Online: Export your QuickBooks Online data.

Moreover, For more resources and tips while managing your books in QuickBooks Online, feel free to check out some topics from the Help Article page.

We're prepared to assist you in evaluating these options. If you need further details or support in sending bank statements in QuickBooks, don't hesitate to reach out through this communication channel. Thank you for considering this collaboration, and we're looking forward to helping you enhance QuickBooks.