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Created by AgExpert Support
Created on May 15, 2019

Disqus Agexpert Accounting Questions Archive

Can I import Serus Credit Union Statement to AgExpert program? My download Statement (Bank), when downloading is in a pdf format...how
do I get around this to download directly to my Ag Expert program on my computer?

  • ADMIN RESPONSE
    Feb 10, 2025

    Hello Louise, the format of your bank statement must be either a .ofx, .qfx or .qbo file in order to import it into AgExpert Analyst. Try downloading your bank statement again with one of the mentioned file extensions. You could also contact your bank if you aren't able to download the correct format and they may be able to help. If you are not able to save your bank statement in the correct format you could convert the PDF file into a .ofx, .qfx or .qbo. Here is a link with instructions on how to convert a PDF to an OFX: https://www.techwalla.com/a...

    I hope this helps!

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