NUMBERS AND CSV and Quickbooks

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Level 1

4 points

NUMBERS AND CSV and Quickbooks

I am trying to load old Bank Statements to Quickbooks Self Employed. I download the statement to my mac as a pdf file. It loads in Numbers. I then save it as a csv file which is what QB needs. When I try to upload it to QB, I get error messages. I think it is trying to load a version of csv created by Numbers and the result is that it uploads a single Numbers Sheet, which, of course, is not recognised by QB. QB support have been helpful but have not yet come up with a solution. Any thoughts on a way through this?

MacBook Pro 13″, macOS 10.13

Posted on Jul 8, 2023 06:03 AM

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Answer 1

Top-ranking reply

SGIII

Level 8

37,214 points

Jul 8, 2023 06:07 AM in response to TWNH

Usually banks give an option to download data as csv. If yours does, you will find that easier than pdf. Quickbooks should then be able to import those files directly without your having to go through Numbers.

SG

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Answer 2

TWNH Author

Level 1

4 points

Jul 8, 2023 06:48 AM in response to SGIII

I need to edit the csv file to the required number of columns and I don't have Excel being on a Mac. So it opens in Numbers, I edit as required, try to save it as a csv, then I am back with the same problem. Any thoughts?

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