How do I import transactions from bank statements after converting to CSV

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  • Updated 4 months ago
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I need to import transactions from bank statements & have converted them to CSV from PDF but need QIF to import. Can someone help please. I am using Reckon Home & Business 2018
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Pam Staskiewicz

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Posted 4 months ago

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John G, Information Support Analyst

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Welcome to the Reckon Community Pam.

You'd best go to your bank website and create a list of transactions and export them to a QIF formatted file.

regards,
John
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Pam Staskiewicz

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Thanks John, but this bank only supplies them as PDF. I don't know how to convert them to QIF
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Kevin Russell, Accredited Partner

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Cant be done. Dont bother. You need to download the transactions from your banking software as a qif file. Its very very easy. You need to go back to your bank. 98% can export as a qif file. Id be stunned if they cannot
(Edited)
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Pam Staskiewicz

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Thanks Kevin, I have spoken to them twice now & they can't help but I will try again.
The problem is that they are transactions that are more than 12 months old & are not available for direct download unless within the 12 months.
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Kevin Russell, Accredited Partner

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Pam I did this yesterday with ANZ. It allows you to go back 3 years. Other banks are similar. Or the bank should be able to provide it. I have seen a pdf to text converter somewhere. I might see if I can find it
(Edited)