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Import Bank Transactions

  • March 28, 2023
  • 3 replies
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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

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      3 replies

      Kandy Beatty
      Captain II
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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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      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*.
        Freshman I
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        Hi kandybeatty49

         

        Thank you so much for the valuable response.

         

         

         

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          Jr Varsity III
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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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