Import Bank Statement into QuickBooks: Complete Tutorial
Step-by-step guide to import PDF bank statements into QuickBooks. Supported formats: QBO, OFX, CSV, IIF.
Step-by-step guide to import PDF bank statements into QuickBooks. Supported formats: QBO, OFX, CSV, IIF. This guide walks US business owners and bookkeepers through the practical steps, combining real-world workflows with IRS documentation requirements.
Why this matters for US businesses
QuickBooks (Intuit Inc.) accepts the following import formats: QBO, QFX, CSV, OFX. Default target format: QBO.
Step by step
Convert your PDF statement to MT940 or CSV via ClearVault
Open QuickBooks and go to "QuickBooks"
Select the converted file
Review and post the transactions
Practical tips
Dominant SMB accounting in the US; Web Connect uses .qbo files; Desktop uses .qfx.