Forum Discussion

MargieGee's avatar
2 years ago

Changing PDF to QIF. Bank doesn't export QIF or OFX files

Hi All, I have a bank that doesnt export anything but PDF. How do I change them to import to MYOB?

  • Hi MargieGee,

     

    Thank you for your post and welcome to the Community Forum. 

     

    In this matter, before you can import a bank statement, you will need to download it from your internet banking website. Save the bank statement as a QIF or .OFX file, and if you have a choice of date formats, choose dd/mm/yy. Bank statement files must be less than 10mb. See his Help Article: Import bank and credit card statements, has detailed information that you can use as a reference. 

     

    If you need further assistance with this, please feel free to create a new post. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

  • Hi MargieGee,

     

    I hope this message finds you well. I would just like to check back with you regarding your concern. Please let me know if you still need assistance with this. We are happy to help. 

     

    Kind Regards, 

    Cel