Grab the CSV (or QBO/QFX/OFX) file from your bank if available.
If only PDF is offered, download that instead.
Ensure correct format or convert PDF
CSV option: Make sure it has only Date, Description, and Amount (or Credit/Debit) in 3 or 4 columns, is under 350 KB, and uses consistent date formatting.
PDF option: Convert it to the proper CSV format using a PDF-to-CSV tool (e.g., SupaClerk.com , docuclipper, others) before proceeding.
Upload the file
Go to Transactions → Bank transactions → Link account → Upload from file, select your completed CSV, map the fields, and import.
Match and reconcile
In QuickBooks, review the imported items, match them to existing entries, categorize, and reconcile as usual.
