Glossary
PDF bank statement
Definition
A bank statement delivered as a PDF document — readable by people but not directly importable by accounting software.
PDF statements are either digital (generated by the bank, with a text layer) or scanned (an image of paper). Digital PDFs can be read precisely; scanned PDFs need OCR.
Accounting software imports CSV, QBO, OFX or QIF rather than PDF, so PDF statements are converted first.
Related terms
- Bank statement OCR
Optical character recognition applied to bank statements to turn scanned images into text and structured transactions.
- CSV bank statement
Bank transactions saved as comma-separated values — one row per transaction, readable by spreadsheets and accounting software.
- QBO (QuickBooks Web Connect)
QuickBooks' OFX-based file format for importing bank and credit card transactions.
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