Brought Forward

Brought Forward

Importing a bank statement PDF into QuickBooks

QuickBooks Online uploads bank transactions from a CSV file, not a PDF. Brought Forward’s “QuickBooks” download is the three-column CSV it accepts: Date (dd/mm/yyyy), Description and Amount (negative for money out).

The QuickBooks CSV

Date,Description,Amount
02/03/2026,NORTHGATE ENERGY,-82.47
03/03/2026,FENWICK DESIGN LTD INVOICE 1093,1777.79
04/03/2026,HARBOUR COFFEE CO,-3.85

Uploading it

  1. In QuickBooks Online, go to Banking (Transactions, then Bank transactions).
  2. Choose Upload transactions (from the Link account menu) and pick the file.
  3. Choose the account, map Date, Description and Amount (one column for amounts), and pick the dd/mm/yyyy date format.
  4. Review the transactions in the For review tab.

QuickBooks Desktop users can import the OFX download instead (some versions want a .qbo file, which isn’t made here).

Last checked 26 October 2026.