Forum Discussion

Jacq72's avatar
23 days ago

Statements

Can i please have some help converting pdf statements to QIF or Ofx file, im desperate.

Thankyou Jacq

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Jacq72,

    If you need to convert PDF statements to QIF or OFX files, there are a few methods you can try:

    Check with Your Bank: Some banks allow you to export statements directly to QIF or OFX from their online banking portal. It’s worth checking if you can download your statements in these formats.
     

    Convert from Excel: If your bank provides statements in Excel format, you can convert them to QIF or OFX. First, save your Excel file as CSV. If your bank can provide the statement in Excel, it’s easier to convert from Excel to QIF.
     

    For further help with importing bank statements into MYOB Business, you can find more information here.


    Regards,
    Earl