Aged bank statements - need to convert files from PDF to QIF

Hi HICHICH,

Totally hear you, converting PDF statements to QIF is a hassle. You can enable Bank feeds and let MYOB bring your transactions in automatically so you don’t have to download or convert files anymore. And if you'd like more conversion or file format options, pop an idea on our Ideas board so others can vote and our product team can consider it for future updates.

Cheers,

Princess

Unless something is done with MYOB enhancing the software to make this easier I may look at another accounting package :(

Hi HICHICH,

I totally get it; those extra steps to convert can be a dealbreaker. If Bankwest doesn’t offer a QIF download, an OFX file will work with the software if they have that format. If neither’s available, conversion is the only option. Here is a link to the "To Import a Bank or Credit Card Statement" in case you need further information regarding the process.

Regards,

Genreve 

Hi agb55 I have just switch my credit card to Bankwest and they dont support qif statement files so I am very stuck ! Had i known it was going to be an issue I would have stayed with WBC. Can you help me?

Hi Faye2​, depending on which bank you are with, they should have the ability to download transactions via a QIF file.  For example in NAB we can export bank transactions to QIF.  I too went down the conversion from PDF to QIF rabbit hole when I was told NAB didn't offer this function and desperately needed bank transactions manually loaded.  I had to find it for myself in internet banking.  If you're with NAB I'm happy to direct further. 

You might want to try converts bank statements from PDF to CSV .

It doesn't generate QIF files directly, but if you're not using it for full accounting import, the CSV format might still be useful. 

Hi Faye2,

I would like to check if you're still having this issue? If so, please feel free to post again and one of us will be happy to assist you.

Regards,
Earl

Hi Faye2,

Thanks for reaching out and my apologies for the late response.

From an AccountRight perspective, importing a bank statement through the system requires an OFX, QFX, QIF, or OFC file format using the Import Statement feature. Notably, the AccountRight browser interface only accommodates the QIF file format.
 

Most banks support downloading statements in these file formats. However, if you only have a PDF format, a file converter would be necessary. As this falls outside the MYOB product suite, regrettably, we cannot provide support or assistance in this regard. Nonetheless, there are freely available converters online that could be utilized. We strongly advise consulting with an IT professional to ensure the security of any application or site you use for this purpose.
 

Once you've imported the bank statement file into AccountRight, if you require assistance, feel free to reach out. Additionally, our Help Article titled "Importing a bank statement" serves as a helpful starting point for guidance.

Regards,

Earl
 

Thanks Leneth for your reply.  I am unable to access your first link as it advises denied access.

I actually need a PDF to QIF convertor.  When I have contacted the MYOB help desk I was advised there is software which can convert our statements.  I have not been able to locate one and unfortunately I have had long waits trying to access MYOB technical support via phone so am now trying this platform to seek assistance.

Thankyou again for your assistance

Regards

Faye

Hi Faye2, 
 
Thanks for your post. I would like to extend to you a warm welcome to the Community Forum. Thank you for bringing your concern to us. 
 
In a normal case, we would ask to try exporting the transactions to a QIF. However, if that isn't feasible in your case, I recommend reviewing some of these threads as they contain suggestions that might be helpful:
 

• Converting .pdf to QIF 
• PDF file to QIF

Feel free to come back to the Community Forum if you have any more questions, we are more than happy to assist. 
 
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
 
Cheers,   
Leneth