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Delpe's avatar
Delpe
Contributing User
2 years ago
Solved

Importing bank statements in PDF and CSV formats

Hi there,

 

We got some bank statements in PDF and CSV formats. We need to upload them to MYOB bank feed. It says we can upload the statements in QIF/OFX formats. Please let us know how to convert the PDF and CSV files to either QIF or OFX...

 

Thanks.

  • Tracey_H's avatar
    Tracey_H
    6 years ago

    Hi ChrisU1 

     

    Thanks for your post. The date format in AccountRight is determined by the Windows settings so this will need to be changed by:

     

    1.Open Settings from the Start menu (Press the Windows Key and click the cog icon)


    2. Click on Time & language.
    3. Click on Date & time.


    4. Under format click the Change date and time formats link.
    5. Use the Short name drop-down menu to select the date format you want to see in the Taskbar.
    6. Use the Short time drop-down menu to select the time format you want to see in the Taskbar.


    7. Close the Settings app to complete the task.
     
    Please let me know if you need further help.
     
    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

4 Replies

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  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi Delpe,

     

    Thank you for your post and welcome to the Community Forum. 

     

    We appreciate you expressing your concern to us. In this matter, most banks will allow the download of such a QIF file format. However, if you can only get a PDF, a file converter would be required. As these fall outside of the MYOB product. We would not be able to offer assistance or support with those. However, there are some available free through the internet if required. We also recommend consulting with an IT person to ensure that the application or site that you use is secure.  
     

    I hope this helps. If you require further assistance, please do not hesitate to contact us again. We are more than happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

  • kev2351's avatar
    kev2351
    Contributing User
    10 months ago

    The problem here is that you will then need to buy another subscription to allow conversion of PDF to QIF. Yet another add on extra cost, so over this and I am sure you are!!

    • ALS2010's avatar
      ALS2010
      Cover User
      9 months ago

      I agreed with kev2351. It is unacceptable in todays technological world to be saying the 'only option' is to obtain a conversion program to do that. MYOB does not seem to be up with the play with its competition Xero, who give you the ability to upload the actual PDF statement document which is imported perfectly. 

  • agb55's avatar
    agb55
    29 days ago

    Has anyone managed to find and use a free converter and successfully loaded a bank statement?  Would like to know which converter was used.  TIA

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bank statements in PDF and CSV formats","id":"message:852088","revisionNum":1,"repliesCount":4,"author":{"__ref":"User:user:286748"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:Bus-Banking"},"conversation":{"__ref":"Conversation:conversation:852088"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:852088"},"body":"

Hi there,

 

We got some bank statements in PDF and CSV formats. We need to upload them to MYOB bank feed. It says we can upload the statements in QIF/OFX formats. Please let us know how to convert the PDF and CSV files to either QIF or OFX...

 

Thanks.

","body@stringLength":"293","rawBody":"

Hi there,

 

We got some bank statements in PDF and CSV formats. We need to upload them to MYOB bank feed. It says we can upload the statements in QIF/OFX formats. Please let us know how to convert the PDF and CSV files to either QIF or OFX...

 

Thanks.

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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Importing bank statements in PDF and CSV formats","moderationData":{"__ref":"ModerationData:moderation_data:852217"},"body":"

Hi Delpe,

\n

 

\n

Thank you for your post and welcome to the Community Forum. 

\n

 

\n

We appreciate you expressing your concern to us. In this matter, most banks will allow the download of such a QIF file format. However, if you can only get a PDF, a file converter would be required. As these fall outside of the MYOB product. We would not be able to offer assistance or support with those. However, there are some available free through the internet if required. We also recommend consulting with an IT person to ensure that the application or site that you use is secure.  
 

\n

I hope this helps. If you require further assistance, please do not hesitate to contact us again. We are more than happy to help. 

\n

 

\n

If my response has answered your enquiry, please click \"Accept as Solution\" to assist other users find this information.

\n

 

\n

Kind Regards, 

\n

Cel

\n

 

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The problem here is that you will then need to buy another subscription to allow conversion of PDF to QIF. Yet another add on extra cost, so over this and I am sure you are!!

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I agreed with kev2351. It is unacceptable in todays technological world to be saying the 'only option' is to obtain a conversion program to do that. MYOB does not seem to be up with the play with its competition Xero, who give you the ability to upload the actual PDF statement document which is imported perfectly. 

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Has anyone managed to find and use a free converter and successfully loaded a bank statement?  Would like to know which converter was used.  TIA

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