Guides

Import a Singapore bank statement into QuickBooks from a PDF

Convert a UOB, DBS, POSB, OCBC or Maybank statement PDF into the 3-column CSV QuickBooks Online accepts, and upload it.

QuickBooks Online accepts a simple three-column CSV for manual bank uploads.

The format

• Date (dd/mm/yyyy, matching your QuickBooks region setting)
• Description
• Amount, signed: negative for money out, positive for money in

Steps

1. Get the eStatement PDF from your bank.
2. On StatementSheet, set the format to QuickBooks CSV and drop the PDF. The download is already in the three-column shape.
3. In QuickBooks: Transactions → Bank transactions → Link account ▾ → Upload from file.
4. Choose the CSV, pick the account, map Date / Description / Amount (QuickBooks usually detects them), and import.

A note on dates

If QuickBooks reads 05/09/2024 as May 9 instead of 5 September, your company's date format is set to US. Change it under Settings → Account and settings → Advanced → Date format, or re-import after switching.