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Hi Team,

 

Can we upload bank statements in PDF format to import bank transactions? 

Hi @yashodhalakshini85 

Currently out of the box Acumatica does not support PDF uploads.

The following formats are supported:

  • OFX (Open Financial Exchange)
  • QBO (QuickBooks Online)
  • QFX (Quicken File eXchange)

 

Here is a link that may help you:

https://help-2022r2.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=c9810aa3-dbf2-41fb-a260-eaeb6c4e91e9


Hi kandybeatty49

 

Thank you so much for the valuable response.

 

 

 


In the past I’d used one of the many cheap tools to convert Adobe files to PDF if you are downloading the file vs being mailed a print out.  They were usually between 100-200 bucks.  


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