How To Upload Bank Statement Pdf Into Qbo

Home » IMPORTING Banking company STATEMENTS INTO QUICKBOOKS USING PDF Banking company STATEMENTS OR CVS FILES

IMPORTING Depository financial institution STATEMENTS INTO QUICKBOOKS USING PDF Depository financial institution STATEMENTS OR CVS FILES

Description:

In this video we show you lot how to import bank statements into QuickBooks and how the tools similar 2QBO Convert Pro works to catechumen from PDF depository financial institution statements or CSV bank statements into QuickBooks format

Video:

Tabular array of contents:

00:00:00 – Introduction (how to download banking company transactions into QuickBooks).
00:00:48 – File formats from the bank (.QBO file, CSV file, QIF file, PDF depository financial institution statements) and explaining each one of them.
00:03:02 – Chase bank example to download a type of file (stride past pace) (QBO, CSV, QIF).
00:06:04 – Afterward downloading the file you choose, search your file past the name of the one you download and open it.
00:06:42 – Admission to QuickBooks online and convert the file from different formats (QBO in this example).
00:06:44 – How to upload the file in QuickBooks online (go to transactions, banking and click on file upload, then choose the file clicking on browse and importing it from downloads, hitting adjacent and select the depository financial institution account that you want to connect).
00:07:54 – Categorizing accounts on QuickBooks online.
00:09:06 – Explaining the aforementioned process to upload the file but in QuickBooks Desktop (steps: file menu, utilities, import, web connect files, import your .QBO file).
00:x:38 – Categorizing accounts QuickBooks Desktop.
00:xi:23 – PDF depository financial institution statements (could be an original PDF downloaded from the bank account or scanned PDF from newspaper depository financial institution statements).
00:12:12 – How do you know when a PDF is an original version from the banking company.
00:12:37 – Tool 2QBO catechumen pro and how information technology works.
00:17:09 – Divergence when the PDF has been scanned from the bank statement.
00:17:48 – PDF plus version (tool that tin can read scanned statements).
00:19:25 – How to manually add together payments in case the program misses a payment.
00:19:51 – CSV or Excel files (obligatory iii columns: date, payee, corporeality) and how it works.
00:22:40 – Options.
00:23:55 – Convert software website.