![]() Select the Drag and drop or select files.Click the Link account ▼ dropdown and then Upload from file.Choose the blue tile for the account you want to upload the transactions into.Once done, you can then proceed to import your transactions. I’d also suggest reading the app information before clicking the Get app now option. ![]() From there, enter a keyword to pick the best app for your needs. You can go to QuickBooks Apps and choose a third-party that can assist you in exporting and importing bank data into QuickBooks. ![]() ![]() You can also use a CSV file or Quicken ( QFX) file to import transactions. In this case, you can use a third-party converter to successfully bring them into the program. I’ll help you convert your PDF bank document so you can import it into QuickBooks Online, can use the QuickBooks Online ( QBO) format if you acquired these transactions from your bank. ![]()
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