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Status Answered
Created by AgExpert Support
Created on Mar 6, 2015

Disqus Agexpert Accounting Questions Archive

How do you change your bankstatements from a .pdf file to a .qfx file?

  • ADMIN RESPONSE
    Feb 10, 2025

    Hi Jeff,

    You can change the format of the file by right clicking it in Windows and pressing rename (ensuring you remove the previous format), however doing so will not actually make it a compatible ".qfx" file for import into AgExpert Analyst. If this is in regards to downloading a bank statement, you need to download it as a ".qfx" right off the website for it to work.

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