[{"data":1,"prerenderedAt":511},["ShallowReactive",2],{"hubs:en":3,"footer:en":25,"content:en:import-bank-statements-into-quickbooks-online":344},[4,10,15,20],{"id":5,"type":6,"title":7,"description":8,"path":9},"banks","hub","A bank statement converter that works with any bank","Convert statements from Chase, Barclays, HSBC, SBI, HDFC, CommBank or any other bank to Excel, CSV or QuickBooks, with download tips for each bank.","\u002Fbanks",{"id":11,"type":6,"title":12,"description":13,"path":14},"guides","Bank statement guides: from PDF to spreadsheet, books and tax return","Step-by-step bank statement guides: PDF to Excel, importing into QuickBooks Online and TallyPrime, reconciling in Excel, expense categories and OFX files.","\u002Fguides",{"id":16,"type":6,"title":17,"description":18,"path":19},"formats","Convert bank statements to the file format you need","Convert bank statements from PDF, scan, photo, CAMT.053 or MT940 to Excel, CSV, QuickBooks, Xero, OFX or QIF — and find the file format you need.","\u002Fformats",{"id":21,"type":6,"title":22,"description":23,"path":24},"use-cases","Who uses a bank statement converter, and for what","How bookkeepers, accountants, small businesses, mortgage brokers, tax preparers and individuals use a bank statement converter, and the job it does.","\u002Fuse-cases",[26,27,33,38,39,45,50,56,65,70,78,83,90,98,105,112,119,124,129,134,139,140,148,156,164,169,177,185,190,197,205,213,221,229,234,242,249,257,262,269,276,283,290,298,303,308,313,318,323,328,333,338,343],{"id":5,"type":6,"title":7,"description":8,"path":9},{"id":28,"type":29,"title":30,"description":31,"path":32},"usecase-mortgage","usecase","Bank statement analysis for mortgage brokers and lenders","Turn 12–24 months of borrower bank statements into one categorized, balance-checked spreadsheet for income averages and large-deposit review.","\u002Fmortgage-brokers",{"id":34,"type":29,"title":35,"description":36,"path":37},"usecase-accountants","Bank statement conversion for accountants and bookkeepers","Turn a client's year of PDF statements, scans and photos into balance-checked transactions and import files for QuickBooks, Xero or Excel.","\u002Faccountants-and-bookkeepers",{"id":11,"type":6,"title":12,"description":13,"path":14},{"id":40,"type":41,"title":42,"description":43,"path":44},"guide-mortgage-statements","guide","Bank statements for a mortgage: what lenders ask for and how to prepare them","How many months of bank statements mortgage lenders ask for, what underwriters look for, how large deposits are explained and how to prepare a clean set.","\u002Fbank-statements-for-mortgage",{"id":46,"type":41,"title":47,"description":48,"path":49},"guide-expense-categories","Business expense categories: the list and how to use it","A practical list of business expense categories with bank transaction examples and Schedule C lines, plus how to categorize bank transactions for taxes.","\u002Fbusiness-expense-categories",{"id":51,"type":52,"title":53,"description":54,"path":55},"categorize-transactions","convert","Categorize bank transactions automatically","Categorize bank transactions automatically: upload any statement and get clean payee names, your own categories and rules that always win. Totals in Excel.","\u002Fcategorize-bank-transactions",{"id":57,"type":58,"title":59,"description":60,"path":61,"bank":62},"bank-bancolombia","bank","Convert a Bancolombia statement to Excel","Convert Bancolombia statements (extractos) to Excel or CSV: where to download PDF and XLS, how to open locked PDFs, and how to balance-check every row.","\u002Fbancolombia-statement-to-excel",{"name":63,"country":64},"Bancolombia","CO",{"id":66,"type":52,"title":67,"description":68,"path":69},"convert-csv","Convert a bank statement to CSV","Convert a bank statement PDF, scan or photo to CSV: one clean row per transaction, categorized and balance-checked. Comma or semicolon, any date format.","\u002Fbank-statement-to-csv",{"id":71,"type":58,"title":72,"description":73,"path":74,"bank":75},"bank-chase","Convert a Chase statement to Excel","Convert Chase bank and credit card statements to Excel, CSV or QuickBooks. Where to download Chase PDFs and CSVs, how far back, and how to check totals.","\u002Fchase-statement-to-excel",{"name":76,"country":77},"Chase","US",{"id":79,"type":52,"title":80,"description":81,"path":82},"convert-xero","Convert a PDF bank statement and import it into Xero","Import any PDF bank or credit card statement into Xero: convert it to a Xero statement CSV, check it balances, then import it in a few clicks.","\u002Fbank-statement-to-xero",{"id":84,"type":58,"title":85,"description":86,"path":87,"bank":88},"bank-american-express","Convert an American Express statement to Excel","Export American Express transactions to Excel or CSV, or convert older Amex PDF statements beyond the two-year window. Signs and card members explained.","\u002Famex-statement-to-excel",{"name":89,"country":77},"American Express",{"id":91,"type":58,"title":92,"description":93,"path":94,"bank":95},"bank-hdfc-bank","Convert an HDFC Bank statement to Excel","Convert HDFC Bank account and credit card statement PDFs to Excel or CSV. NetBanking download options, the Customer ID password and Tally tips explained.","\u002Fhdfc-bank-statement-to-excel",{"name":96,"country":97},"HDFC Bank","IN",{"id":99,"type":58,"title":100,"description":101,"path":102,"bank":103},"bank-icici-bank","Convert an ICICI Bank statement to Excel","Convert ICICI Bank account and credit card statement PDFs to Excel or CSV. How far back you can download, the card statement password and Tally tips.","\u002Ficici-bank-statement-to-excel",{"name":104,"country":97},"ICICI Bank",{"id":106,"type":58,"title":107,"description":108,"path":109,"bank":110},"bank-sbi","Convert an SBI bank statement PDF to Excel","Convert SBI bank statement PDFs to Excel or CSV, including password-protected e-statements. Where to get them, which password applies, and Tally tips.","\u002Fsbi-bank-statement-to-excel",{"name":111,"country":97},"State Bank of India (SBI)",{"id":113,"type":58,"title":114,"description":115,"path":116,"bank":117},"bank-bank-of-america","Convert Bank of America statements to Excel or QuickBooks","Convert Bank of America statements to Excel, CSV, QuickBooks (.qbo) or QIF — useful now that BofA's QFX Web Connect downloads have been discontinued.","\u002Fbank-of-america-statement-to-excel",{"name":118,"country":77},"Bank of America",{"id":120,"type":52,"title":121,"description":122,"path":123},"convert-quickbooks","Convert bank statements for QuickBooks Online and QuickBooks Desktop","Convert PDF bank statements to a QuickBooks Online CSV or a .qbo Web Connect file for QuickBooks Desktop — categorized and balance-checked first.","\u002Fbank-statement-to-quickbooks",{"id":125,"type":52,"title":126,"description":127,"path":128},"convert-excel","Convert bank statements to Excel","Convert any bank statement PDF, scan or photo to Excel in seconds. Every transaction categorized and checked against your balances. See it before you pay.","\u002Fbank-statement-to-excel",{"id":130,"type":52,"title":131,"description":132,"path":133},"convert-ofx","Convert bank statements to OFX files","Convert a bank statement PDF, scan or CSV to an OFX file for GnuCash, Xero, Wave, Sage and more. Every transaction is balance-checked before you import.","\u002Fbank-statement-to-ofx",{"id":135,"type":52,"title":136,"description":137,"path":138},"convert-qif","Convert bank statements to QIF for Quicken and other money apps","Convert a bank statement PDF, scan or CSV to a QIF file for Quicken, GnuCash or HomeBank, with clean payees, categories and a balance check before import.","\u002Fbank-statement-to-qif",{"id":16,"type":6,"title":17,"description":18,"path":19},{"id":141,"type":58,"title":142,"description":143,"path":144,"bank":145},"bank-barclays","Convert Barclays bank statements to Excel","Convert Barclays and Barclaycard PDF statements to Excel, CSV or Xero. Where to find seven years of statements online and how to check the balances.","\u002Fbarclays-statement-to-excel",{"name":146,"country":147},"Barclays","GB",{"id":149,"type":58,"title":150,"description":151,"path":152,"bank":153},"bank-bbva-mexico","Convert BBVA México statements (estado de cuenta) to Excel","Convert BBVA México estado de cuenta PDFs to Excel or CSV, including password-protected e-mailed PDFs. Every movement categorized and balance-checked.","\u002Fbbva-mexico-statement-to-excel",{"name":154,"country":155},"BBVA México","MX",{"id":157,"type":58,"title":158,"description":159,"path":160,"bank":161},"bank-caixabank","Convert CaixaBank statements to Excel","Convert CaixaBank PDF extractos to Excel or CSV. Where to find movements and statements in CaixaBankNow, what each file holds, and a balance check.","\u002Fcaixabank-statement-to-excel",{"name":162,"country":163},"CaixaBank","ES",{"id":165,"type":52,"title":166,"description":167,"path":168},"convert-camt053","Convert CAMT.053 files to Excel","Convert camt.053 bank statement XML to Excel or CSV: one row per entry with signed amounts, payee and category, checked against the file's balances.","\u002Fcamt-053-to-excel",{"id":170,"type":58,"title":171,"description":172,"path":173,"bank":174},"bank-commbank","Convert CommBank statements to Excel, Xero, OFX or QIF","Convert Commonwealth Bank statements to Excel, CSV, Xero, OFX or QIF — now that NetBank only exports CSV. Works with PDFs up to seven years back.","\u002Fcommbank-statement-to-excel",{"name":175,"country":176},"Commonwealth Bank (CommBank)","AU",{"id":178,"type":58,"title":179,"description":180,"path":181,"bank":182},"bank-credit-agricole","Convert Crédit Agricole statements to Excel","Convert Crédit Agricole e-relevés to Excel, CSV or OFX. Where to download operations, why history stops at 12 months, and how to convert older PDFs.","\u002Fcredit-agricole-statement-to-excel",{"name":183,"country":184},"Crédit Agricole","FR",{"id":186,"type":52,"title":187,"description":188,"path":189},"convert-credit-card","Convert credit card statements to Excel","Convert credit card statement PDFs to Excel, CSV, QuickBooks or Xero. Charges and payments are signed consistently and checked against the new balance.","\u002Fcredit-card-statement-to-excel",{"id":191,"type":58,"title":192,"description":193,"path":194,"bank":195},"bank-hsbc-uk","Convert HSBC UK bank statements to Excel","Convert HSBC UK bank statements to Excel, CSV or Xero: how to download HSBC PDFs and transaction files, and what the payment codes mean.","\u002Fhsbc-statement-to-excel",{"name":196,"country":147},"HSBC UK",{"id":198,"type":58,"title":199,"description":200,"path":201,"bank":202},"bank-ing-deutschland","Convert ING Germany Kontoauszüge to Excel and CSV","Convert ING Germany (ING-DiBa) PDF Kontoauszüge to Excel or CSV, including transactions older than the 390 days online banking shows. Balance-checked.","\u002Fing-germany-statement-to-excel",{"name":203,"country":204},"ING Deutschland","DE",{"id":206,"type":58,"title":207,"description":208,"path":209,"bank":210},"bank-intesa-sanpaolo","Convert Intesa Sanpaolo statements to Excel","Intesa Sanpaolo exports movements to Excel for only 13 months. Convert older PDF estratti conto to Excel or CSV, balance-checked and categorized.","\u002Fintesa-sanpaolo-statement-to-excel",{"name":211,"country":212},"Intesa Sanpaolo","IT",{"id":214,"type":58,"title":215,"description":216,"path":217,"bank":218},"bank-japan-post-bank","Convert Japan Post Bank passbooks and statements to Excel","Turn ゆうちょ passbook photos and Yucho Direct CSV files into a categorized, balance-checked Excel or CSV file. Download steps, limits and quirks.","\u002Fjapan-post-bank-passbook-to-excel",{"name":219,"country":220},"Japan Post Bank (ゆうちょ銀行)","JP",{"id":222,"type":58,"title":223,"description":224,"path":225,"bank":226},"bank-mbank","Convert mBank statements to Excel","Convert mBank statements to Excel or CSV. Where to export history, why the operation list isn't an accounting record, and how to open a Secure PDF.","\u002Fmbank-statement-to-excel",{"name":227,"country":228},"mBank","PL",{"id":230,"type":52,"title":231,"description":232,"path":233},"convert-mt940","Convert MT940 files to Excel","Convert MT940 statement files (.sta, .mt940) to Excel or CSV: :61: and :86: decoded into dates, signed amounts, payees and categories. Balance-checked.","\u002Fmt940-to-excel",{"id":235,"type":58,"title":236,"description":237,"path":238,"bank":239},"bank-nubank","Convert Nubank statements and faturas to Excel","Turn a Nubank extrato (OFX or PDF) or credit card fatura into Excel or CSV with every transaction categorized and checked against the balances.","\u002Fnubank-statement-to-excel",{"name":240,"country":241},"Nubank","BR",{"id":243,"type":58,"title":244,"description":245,"path":246,"bank":247},"bank-pko-bp","Convert PKO Bank Polski statements to Excel","Convert PKO BP PDF wyciągi to Excel or CSV. Where iPKO keeps statements, what MT940 and camt.053 reports cover, and how to convert older periods.","\u002Fpko-bp-statement-to-excel",{"name":248,"country":228},"PKO Bank Polski",{"id":250,"type":58,"title":251,"description":252,"path":253,"bank":254},"bank-rbc","Convert RBC Royal Bank statements to Excel","Convert RBC Royal Bank eStatements and credit card statements to Excel, CSV or QuickBooks. Where to find them and what happens when an account closes.","\u002Frbc-statement-to-excel",{"name":255,"country":256},"RBC Royal Bank","CA",{"id":258,"type":52,"title":259,"description":260,"path":261},"convert-scanned","Convert scanned bank statements and photos to Excel","Convert scanned bank statements, faxes and phone photos to Excel. Every row is checked against the statement's balances, so a misread digit gets caught.","\u002Fscanned-bank-statement-to-excel",{"id":263,"type":58,"title":264,"description":265,"path":266,"bank":267},"bank-smbc","Convert SMBC (Sumitomo Mitsui) statements and passbooks to Excel","Download SMBC Direct transactions as CSV, or convert older passbook pages and PDFs into a categorized, balance-checked Excel file. Limits explained.","\u002Fsmbc-statement-to-excel",{"name":268,"country":220},"Sumitomo Mitsui Banking Corporation (三井住友銀行)",{"id":270,"type":58,"title":271,"description":272,"path":273,"bank":274},"bank-sparkasse","Convert Sparkasse statements (Kontoauszüge) to Excel","Convert Sparkasse Kontoauszug PDFs to Excel or CSV, or upload CSV-CAMT and CAMT exports. Every transaction categorized and balance-checked.","\u002Fsparkasse-statement-to-excel",{"name":275,"country":204},"Sparkasse",{"id":277,"type":58,"title":278,"description":279,"path":280,"bank":281},"bank-unicredit","Convert UniCredit statements and movement lists to Excel","Download UniCredit movements as Excel, or convert PDF estratto conto, card statements and client PDFs to Excel or CSV — balance-checked and categorized.","\u002Funicredit-statement-to-excel",{"name":282,"country":212},"UniCredit",{"id":284,"type":58,"title":285,"description":286,"path":287,"bank":288},"bank-wells-fargo","Convert Wells Fargo statements to Excel","Convert Wells Fargo bank and credit card statements to Excel, CSV or QuickBooks, beyond the 18-month and 90-day download limits. Balance-checked.","\u002Fwells-fargo-statement-to-excel",{"name":289,"country":77},"Wells Fargo",{"id":291,"type":58,"title":292,"description":293,"path":294,"bank":295},"bank-ziraat-bankasi","Convert Ziraat Bankası statements to Excel","Convert Ziraat Bankası ekstre PDFs, scans and MT940 files to Excel or CSV. Where to find statements online, MT940 for companies, and a balance check.","\u002Fziraat-bank-statement-to-excel",{"name":296,"country":297},"Ziraat Bankası","TR",{"id":299,"type":41,"title":300,"description":301,"path":302},"guide-pdf-to-excel","How to convert a bank statement PDF to Excel","Seven ways to convert a bank statement PDF to Excel, from a free bank download and Excel's Get Data to Adobe, ChatGPT and converters — with pros and cons.","\u002Fhow-to-convert-bank-statement-pdf-to-excel",{"id":304,"type":41,"title":305,"description":306,"path":307},"guide-reconciliation","How to do a bank reconciliation in Excel","How to do a bank reconciliation in Excel: the step-by-step method, a template layout, the formulas to match transactions and a worked example.","\u002Fbank-reconciliation-in-excel",{"id":309,"type":41,"title":310,"description":311,"path":312},"guide-quickbooks-online","How to import a bank statement into QuickBooks Online","How to upload a bank statement to QuickBooks Online: menu path, the 3- or 4-column CSV format, 350 KB and 1,000-line limits, and fixes for failed uploads.","\u002Fimport-bank-statements-into-quickbooks-online",{"id":314,"type":41,"title":315,"description":316,"path":317},"guide-tally","How to import a bank statement into TallyPrime","How to import a bank statement into TallyPrime with Alt+O → Bank Statement, which formats Tally accepts, and what to do when you only have a PDF statement.","\u002Fimport-bank-statement-into-tally-prime",{"id":319,"type":41,"title":320,"description":321,"path":322},"guide-password-pdf","How to remove the password from your bank statement PDF","Remove the password from your own bank statement PDF with Chrome, Preview, Acrobat or qpdf, find your bank's password rule, and convert the statement.","\u002Fremove-password-from-bank-statement-pdf",{"id":324,"type":29,"title":325,"description":326,"path":327},"usecase-tax-preparation","Organize your bank statements for tax preparation","Turn a year of bank and card statements into categorized income and expenses, matched to Schedule C lines, with totals your tax preparer can use.","\u002Ftax-preparation",{"id":329,"type":29,"title":330,"description":331,"path":332},"usecase-small-business","Simple bookkeeping from your bank statements","Turn your business bank and card statements into simple books: every transaction categorized, totals by category and month, ready for your accountant.","\u002Fsmall-business",{"id":334,"type":29,"title":335,"description":336,"path":337},"usecase-personal-finance","Track your spending from bank statements","See where your money goes: turn past bank and credit card statements into a spreadsheet of spending by category and month. No bank login needed.","\u002Fpersonal-finance",{"id":339,"type":41,"title":340,"description":341,"path":342},"guide-ofx-files","What is an OFX file, and how is it different from QFX, QBO and QIF?","What an OFX file is, what's inside it, how it differs from QFX, QBO and QIF, how to open one in Excel, and how to make an OFX file from a PDF statement.","\u002Fwhat-is-an-ofx-file",{"id":21,"type":6,"title":22,"description":23,"path":24},{"id":309,"locale":345,"type":41,"slug":346,"title":347,"description":311,"h1":310,"lead":348,"updated":349,"hub":11,"steps":350,"blocks":369,"faq":476,"related":495,"alternates":497,"path":312,"hubPage":498,"relatedPages":499,"listing":510},"en","import-bank-statements-into-quickbooks-online","Import Bank Statement into QuickBooks Online: Steps","In QuickBooks Online, open **Bank transactions**, select **Link account ▼ → Upload from file**, choose a CSV, QBO or OFX file, map the columns and pick the transactions to add. The file must be in English, 350 KB or smaller and no more than 1,000 lines. If all you have is a PDF, [convert the bank statement to a QuickBooks CSV](\u002Fbank-statement-to-quickbooks) first, or try Intuit's own PDF upload in the US version.","2026-10-28",[351,354,357,360,363,366],{"title":352,"body":353},"Prepare the file","Download the period from online banking as CSV or QBO, or convert the PDF statement. Make sure it doesn't overlap with transactions already in QuickBooks for that account (see importing transactions older than the bank feed, below).",{"title":355,"body":356},"Open Bank transactions","In the current navigation: **All apps → Accounting → Bank transactions**. Select **Link account ▼ → Upload from file**. If no account is connected yet, choose the option to upload transactions manually.",{"title":358,"body":359},"Upload and choose the account","Select **Drag and drop or select files**, pick your file and select **Continue**. Choose the QuickBooks account from the **QuickBooks account ▼** list — or **Add New** — and select **Continue**.",{"title":361,"body":362},"Map the columns (CSV only)","Tell QuickBooks which column is the date (and its format), the description, and either one **Amount** column or separate **Credit** and **Debit** columns. QBO and OFX files skip this step.",{"title":364,"body":365},"Select the transactions to import","Tick the transactions you want, select **Continue**, confirm with **Yes** and finish with **Done**.",{"title":367,"body":368},"Review, categorize and match","The transactions wait on the Bank transactions page for review. Match them to existing entries, categorize and add the rest, then [reconcile the account](\u002Fbank-reconciliation-in-excel) against the statement's closing balance.",[370,392,422,432,438,443,472],{"h2":371,"p":372,"table":374,"note":391},"Which files can you upload?",[373],"Intuit's help page on [manually uploading transactions](https:\u002F\u002Fquickbooks.intuit.com\u002Flearn-support\u002Fen-us\u002Fhelp-article\u002Fimport-transactions\u002Fmanually-upload-transactions-quickbooks-online\u002FL0rE9OXBz_US_en_US) lists these options for the US version:",{"head":375,"rows":378},[376,377],"File","What to know",[379,382,385,388],[380,381],"**QBO** (Web Connect)","Intuit's recommended format. No column mapping, and dates and amounts can't be misread. See [what OFX, QFX and QBO files are](\u002Fwhat-is-an-ofx-file).",[383,384],"**QFX \u002F OFX**","Same family as QBO; accepted for manual upload",[386,387],"**CSV \u002F TXT**","Works with any bank, but has to follow the 3- or 4-column format below",[389,390],"**PDF or image** (US)","QuickBooks' AI extracts the transactions from an English-language account statement","Regional versions differ: the UK help lists CSV, QFX, QBO, OFX and TXT; the Australian help lists CSV, TXT, QBO and OFX. The PDF and image upload is described only in the US help.",{"h2":393,"p":394,"ul":396,"table":403,"note":421},"QuickBooks Online CSV import format",[395],"A CSV must have either **3 columns** (Date, Description, Amount) or **4 columns** (Date, Description, Credit, Debit). In the 3-column layout, money out is negative and money in is positive, as in the example below. These rules prevent most failed uploads:",[397,398,399,400,401,402],"**Dates:** use one format for every row, choose the same format when mapping, and remove weekday text such as \"20\u002F11\u002F2022 TUE\".","**Amounts:** plain numbers — no currency symbols, and set the Excel column format to General rather than Currency.","**Columns:** delete extra columns such as Balance or Reference, and don't use the word \"amount\" in Credit and Debit headers.","**Zeros:** leave empty cells blank instead of 0.00 in the 4-column layout.","**Mac:** save the file as a Windows CSV.","**Credit cards:** upload into the credit card account, not a bank account. Payments to the card reduce the balance, so they can appear with the opposite sign to what you expect.",{"head":404,"rows":408},[405,406,407],"Date","Description","Amount",[409,413,417],[410,411,412],"03\u002F10\u002F2026","Office supplies — Staples","-84.20",[414,415,416],"05\u002F10\u002F2026","Client payment — Acme Ltd","1250.00",[418,419,420],"07\u002F10\u002F2026","Monthly service fee","-12.00","Our QuickBooks Online CSV export uses the 3-column layout (Date, Description, Amount), with the date format you pick — so it maps on the first try.",{"h2":423,"p":424,"ul":426,"note":431},"Upload limits",[425],"Intuit sets these limits for each manual upload:",[427,428,429,430],"**Language:** the file must be in English.","**Size:** 350 KB or less per file.","**Rows:** up to 1,000 lines per upload (Intuit's UK help notes 500 for QuickBooks Sole Trader).","**Amounts:** a transaction amount with 12 or more digits is rejected.","For a larger history, split the period into smaller date ranges and upload them one after another — for example one file per quarter.",{"h2":433,"p":434,"note":437},"How to import transactions older than the bank feed",[435,436],"A connected bank feed only goes back so far: Intuit says download timespans vary by bank, from 90 days up to 24 months. Anything older — last year's statements for a new client, or a closed account — has to be uploaded from a file.","The rule that prevents duplicates is simple: the uploaded file must end the day before the oldest transaction the feed brought in, and a file that adds newer transactions should start the day after the last one already there. If the history you're adding is older than the account's opening balance date in QuickBooks, Intuit's guidance is to edit the opening balance and its date so the money isn't counted twice ([reconcile transactions older than the opening balance](https:\u002F\u002Fquickbooks.intuit.com\u002Flearn-support\u002Fen-us\u002Fhelp-article\u002Fbank-registers\u002Freconcile-transactions-older-opening-balance\u002FL6k9pajyX_US_en_US)).","Old statements are usually PDFs. Convert them all at once, export one QuickBooks CSV limited to the exact date range you need, and upload it in batches under the 1,000-line limit.",{"h2":439,"p":440},"QuickBooks PDF upload: when to use a converter instead",[441,442],"The US version of QuickBooks Online can read a PDF or photo of an account statement in English, from any bank, and Intuit notes that its team may review the statement. For an occasional English statement that's often all you need.","A separate converter is worth it when the statement isn't in English, your QuickBooks region doesn't offer PDF upload, you're catching up a year of statements at once, or you want to check the numbers before they reach the books. Bank Statement Categorizer checks every statement against its opening and closing balances and flags rows that don't add up with their page number, so you only upload what's verified. See [a comparison with QuickBooks PDF import](\u002Fquickbooks-pdf-import-alternative).",{"h2":444,"table":445,"note":471},"Why does the upload fail?",{"head":446,"rows":449},[447,448],"Problem","Fix",[450,453,456,459,462,465,468],[451,452],"\"The uploaded file contains invalid transaction amount information\"","An amount has 12 or more digits. Remove that row and enter the transaction manually.",[454,455],"\"The uploaded file is of a different type than these accounts\"","You chose an account of the wrong type, e.g. a credit card file for a bank account. Cancel and pick the right account.",[457,458],"Columns can't be mapped","Delete extra columns and rename the headers to Date, Description and Amount (or Credit and Debit).",[460,461],"Dates are rejected or wrong","The format doesn't match the one chosen at mapping. Format the column as Short Date and remove weekday text.",[463,464],"Amounts are rejected","Remove currency symbols and change the cell format from Currency to General.",[466,467],"File too large","Split it by date range so each file is under 350 KB and 1,000 lines.",[469,470],"\"We were unable to upload the file…\"","The upload timed out. Try again later.","Intuit keeps a fuller list in [common errors importing bank transactions using CSV](https:\u002F\u002Fquickbooks.intuit.com\u002Flearn-support\u002Fen-us\u002Fhelp-article\u002Fimport-transactions\u002Fcommon-errors-importing-bank-transactions-using\u002FL02IgW462_US_en_US).",{"h2":473,"p":474},"QuickBooks Desktop and accountants' workflows",[475],"QuickBooks Desktop doesn't use this upload screen. It imports Web Connect (.qbo) files via **Banking → Bank Feeds → Import Web Connect Files**, and we can export a .qbo file from a PDF statement for that. Bookkeepers catching up several clients will find the end-to-end routine in [bank statement conversion for accountants](\u002Faccountants-and-bookkeepers).",[477,480,483,486,489,492],{"q":478,"a":479},"How do I upload a bank statement to QuickBooks Online?","Go to Bank transactions, select Link account ▼ → Upload from file, upload a CSV, QBO or OFX file, choose the account, map the columns and select the transactions to import.",{"q":481,"a":482},"Which CSV format does QuickBooks Online accept?","Three columns (Date, Description, Amount) or four (Date, Description, Credit, Debit), with one date format throughout and plain numbers without currency symbols.",{"q":484,"a":485},"What are the upload limits?","The file must be in English, 350 KB or smaller and no more than 1,000 lines. Split longer periods into several files by date range.",{"q":487,"a":488},"How do I import a QBO file into QuickBooks Online?","The same way as a CSV: Link account ▼ → Upload from file. QBO files need no column mapping, which is why Intuit recommends them.",{"q":490,"a":491},"How do I import transactions older than the bank feed?","Upload a file that ends the day before the feed's oldest transaction. If it's older than the account's opening balance date, adjust the opening balance so nothing is counted twice.",{"q":493,"a":494},"Why is the QuickBooks PDF upload not working for my statement?","Intuit's PDF upload is described for English statements in the US version. For other languages or regions, or many statements at once, convert the PDF to a QuickBooks CSV and upload that.",[120,496,34,339,304,186],"compare-quickbooks-pdf",{"en":312},{"title":12,"path":14},[500,501,506,507,508,509],{"id":120,"type":52,"title":121,"description":122,"path":123},{"id":496,"type":502,"title":503,"description":504,"path":505},"compare","QuickBooks PDF bank statement import vs converting first","QuickBooks Online can read PDF bank statements. What its upload supports, where it stops (non-English, Desktop, Xero) and what to do when it fails.","\u002Fquickbooks-pdf-import-alternative",{"id":34,"type":29,"title":35,"description":36,"path":37},{"id":339,"type":41,"title":340,"description":341,"path":342},{"id":304,"type":41,"title":305,"description":306,"path":307},{"id":186,"type":52,"title":187,"description":188,"path":189},[],1793285443826]