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Trish_T
QuickBooks Team

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Hi leokong18,  

 

Common formats for downloading transactions from your bank may include PDF, CSV, Excel, and sometimes QBO file formats.  However, when the necessary option isn't available, you can edit the format by locating the saved file, right click on it and choose Rename.  You will see a dropdown menu with a list of available formats to save the file in.

 

Let us know if this is helpful.  We'll be close by!

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