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Import Bank Transactions

  • 28 March 2023
  • 3 replies
  • 104 views

Userlevel 3
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Hi Team,

 

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

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Best answer by Kandy Beatty 28 March 2023, 12:50

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Userlevel 7
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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

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Hi kandybeatty49

 

Thank you so much for the valuable response.

 

 

 

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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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