Convert a PDF file to QBO format and import into Quickbooks Online

This guide will teach you how to change your PDF statements with transactions into QBO format, and then add them to QuickBooks Online. If you've got PDF files full of transactions that you need to put into QuickBooks Online, learning to pull this info out can really save you time and cut down on the hassle of typing it all in yourself.

So first we're gonna need ProperConvert app. We go to and then click the download button. We install the app and start the app.

Extract Transactions from a PDF file

We select the PDF file we wish to convert. This PDF file, sourced from Chase, contains transactions for 2016, including both deposits and withdrawals. Consequently, we have extracted transactions and are ready to convert.

Step 1: Open a PDF file in the ProperConvert app

It's worth noting that QuickBooks Online imports QBO, QFX, OFX, and CSV files. The QBO, OFX, and QFX files provide more detail, such as check number and payee name, offering more information compared to CSV files. However, CSV files, while providing only description, date, and amount, offer greater flexibility for editing and more control, albeit with fewer details.

Set the QBO File Attributes

In this instance, we opt to use a QBO file for importing into QuickBooks Online. Following the extraction of our transactions, we need to specify the account ID, account type, and file type as QBO for QuickBooks US.

So we need to provide some additional information to ensure proper conversion. Set the Account ID and Account Type according to your requirements. In our case, we are converting transactions from a Chase Bank account, so we will select the appropriate values for Chase Bank.

Step 2: Set QBO file attributes

We then set the INTU.BID value, for example, for Chase Bank, we search for Chase and select the relevant option, looking for lines that include "CH" and "CC."

Step 3: Select INTU.BID value

Given that our import is to QuickBooks Online, a website, we bypass the Open After Save step and directly create a QBO file.

Step 4: Open after save option and the Convert button

Import the QBO file into Quickbooks Online

We then return to QuickBooks Online, navigate to "Bank Transactions," and select "Upload Transactions." After choosing and confirming our bank, we proceed with the import process.

Step 5: Open after save option and the Convert button

Step 6: Open after save option and the Convert button

Step 7: Open after save option and the Convert button

Step 8: Open after save option and the Convert button

This procedure mirrors downloading transactions directly from your bank, making subsequent steps identical, whether importing from a bank or using a QBO, OFX, or CSV file. Now, you can categorize transactions, assign vendors, and add transactions to the register.

Step 9: Open after save option and the Convert button

By following these steps, you can convert a PDF file with transactions into QBO Web Connect format and import it into QuickBooks Online.

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