Import a PDF statement into LimeBooks

Import a PDF statement into LimeBooks

1) Click on Bank Accounts at the top of the screen.

2)  Click on Import PDF 

3) Select the PDF document you wish to upload 

4)  Click Upload File 

* Please not there is a wait time of 60 minutes on average for the bank statements to be processed. You will receive a notification in LimeBooks once the transactions are ready to process* 

* If the upload is unsuccesful please check your document does not include blank or information pages*