Cannot Import Bank Statement

Laura4
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Cannot Import Bank Statement

Hello 
We are trying to import a bank statement for the period before the bank feeds came online. For reasons I will not go into, we CANNOT get a QIF format file. We have PDF and that is all. 

Please advise how I can import this statement?

Thank you

5 REPLIES 5
Melisa_D
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Re: Cannot Import Bank Statement

Hi @Laura4

 

Thank you for your post. When downloading the statement from your Internet banking website, you should have the option to save the statement as a .QIF file. Once you've saved this, our help article Import bank and credit card statements has instructions and information on how to upload this QIF file into your file. However if you're not getting the option to download your statements as a QIF file, I would recommend checking with your bank. 

 

Please do let us know if you have any further questions. 

 

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

Cheers,
Melisa

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Laura4
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Re: Cannot Import Bank Statement

Thanks for your response but I CANNOT obtain the QIF file due to personal circumstances that I will not discuss. Surely there is another way to import a pdf bank statement?

Caseyw
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Re: Cannot Import Bank Statement

Hi Melisa

 

Our client does not have internet banking, so downloading the QIF from the bank is NOT an option.

 

What is the other workaround solution so that we can enter the historical bank statment transactions into myob essentials??

 

Thank you

Casey

 

 

Melisa_D
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Re: Cannot Import Bank Statement

Hi @Laura4

 

Essentials only allows for .QIF files to be used as the file format for bank statements, it will not accept PDF files. If you're not able to obtain a .QIF file you may need to enter the transactions in manually. We do also have a help article with information on Entering historical sales and purchases that may be helpful. 

Cheers,
Melisa

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Melisa_D
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Re: Cannot Import Bank Statement

Hi @Caseyw

 

Thanks for your post. I would recommend taking a look at our help article Entering historical sales and purchases which has information and instructions on how to enter historical transactions. 

 

Please do let us know if you have any further questions. 

Cheers,
Melisa

MYOB Community Support

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