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 ...
  • 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

 

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.