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Import Bank Transactions

  • March 28, 2023
  • 3 replies
  • 167 views
Y
Freshman I
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Hi Team,

 

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

Best answer by Kandy Beatty

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

    Kandy Beatty
    T
    Y

    3 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • Answer
    • March 28, 2023

    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

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Manikanta Dhulipudi
    V
    Y
    Y
    Freshman I
    Forum|alt.badge.img

    Hi kandybeatty49

     

    Thank you so much for the valuable response.

     

     

     

    Manikanta Dhulipudi
    Kandy Beatty
    Chris Hackett
    T
    Jr Varsity III
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    • tommaricle43
    • Jr Varsity III
    • April 4, 2023

    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.  

    Kandy Beatty
    Chris Hackett
    Y
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