πŸ‡¨πŸ‡­ Lombard Odier QuickBooks Integration Guide

Import Lombard Odier Statements into QuickBooks

Bank-specific import workflow from Lombard Odier to QuickBooks with AI extraction.

One of Switzerland's oldest private banks, specialising in wealth management.

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Step-by-step: Lombard Odier β†’ QuickBooks

1

Download your Lombard Odier PDF statement

Log into your Lombard Odier online banking portal. Navigate to Accounts β†’ Statements β†’ and download the PDF for the transaction period you need.

2

Upload to EuroExtract

Log in to EuroExtract (or create a free account in 30 seconds). Drag your Lombard Odier PDF into the upload zone on your dashboard.

3

AI extracts your transactions

Our AI (DeepSeek + Gemini Vision) reads every transaction from your Lombard Odier statement β€” date, description, amount, IBAN, BIC, and payment reference. This takes 10–30 seconds.

4

Export as QuickBooks format

Click the Export button, select QuickBooks from the dropdown, and download your file. The An IIF-formatted export for direct import into QuickBooks Desktop and Online.

5

Import into QuickBooks

Open QuickBooks and use the file import/bank import feature to load your exported file. All transactions are automatically mapped β€” no manual reconciliation needed.

FAQs β€” Lombard Odier + QuickBooks

Can I import Lombard Odier statements directly into QuickBooks?
Yes. Use EuroExtract to convert your Lombard Odier PDF to QuickBooks format, then import the exported file using QuickBooks's Bank Import or Transaction Import feature.
What transaction fields are included in the QuickBooks export?
The export includes: date, description, debit amount, credit amount, balance, IBAN, BIC, and payment reference β€” formatted specifically for QuickBooks import.
Is this GDPR compliant for processing Lombard Odier data?
Absolutely. Your Lombard Odier PDFs are processed on EU servers and deleted immediately after conversion. No financial data is stored or shared with any third party.

Import Lombard Odier into QuickBooks for free

3 free pages. No credit card. GDPR compliant.

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