Forum Discussion

Delpe's avatar
Delpe
Contributing User
10 months ago

Importing bank statements in PDF and CSV formats

Hi there,

 

We got some bank statements in PDF and CSV formats. We need to upload them to MYOB bank feed. It says we can upload the statements in QIF/OFX formats. Please let us know how to convert the PDF and CSV files to either QIF or OFX...

 

Thanks.

  • Celia_B's avatar
    Celia_B
    10 months ago

    Hi Delpe,

     

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

     

    We appreciate you expressing your concern to us. In this matter, most banks will allow the download of such a QIF file format. However, if you can only get a PDF, a file converter would be required. As these fall outside of the MYOB product. We would not be able to offer assistance or support with those. However, there are some available free through the internet if required. We also recommend consulting with an IT person to ensure that the application or site that you use is secure.  
     

    I hope this helps. If you require further assistance, please do not hesitate to contact us again. We are more than 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

     

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    10 months ago

    Hi Delpe,

     

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

     

    We appreciate you expressing your concern to us. In this matter, most banks will allow the download of such a QIF file format. However, if you can only get a PDF, a file converter would be required. As these fall outside of the MYOB product. We would not be able to offer assistance or support with those. However, there are some available free through the internet if required. We also recommend consulting with an IT person to ensure that the application or site that you use is secure.  
     

    I hope this helps. If you require further assistance, please do not hesitate to contact us again. We are more than 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

     

  • kev2351's avatar
    kev2351
    Contributing User
    5 months ago

    The problem here is that you will then need to buy another subscription to allow conversion of PDF to QIF. Yet another add on extra cost, so over this and I am sure you are!!

    • ALS2010's avatar
      ALS2010
      Cover User
      3 months ago

      I agreed with kev2351. It is unacceptable in todays technological world to be saying the 'only option' is to obtain a conversion program to do that. MYOB does not seem to be up with the play with its competition Xero, who give you the ability to upload the actual PDF statement document which is imported perfectly. 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.