Import Bank Transactions

  • 28 March 2023
  • 3 replies

Userlevel 3

Hi Team,


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


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

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3 replies

Userlevel 7
Badge +16

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:

Userlevel 3

Hi kandybeatty49


Thank you so much for the valuable response.




Userlevel 3

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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