How do you attach bank statements to reconciliation statements? Click the Import button in the Dashboard screen or Import option from the File menu in the menubar to navigate to the File Selection screen of the Import Wizard(Step 1). Just follow a simple 3 step process to bulk import your file data to QuickBooks. Steps for Importing Bank Transactions to QuickBooks Desktop Can I import bank transactions into QuickBooks desktop from Excel?
You can convert PDF to CSV using the button on our website, or using our API, just as you would when converting from PDF to Excel. You can use PDFTables as a PDF to CSV converter as well as a PDF to Excel converter.
Select the account you want to download a CSV for.How do I save my bank statement as a CSV file? Select Attachments in the Statements column to open the statement.
Go to the Accounting menu and select the Reconcile tab. Next steps: View bank statements in QuickBooks Related Question How do I import a PDF bank statement into QuickBooks? Can you attach bank statements in QuickBooks online?