From PDF statement
to finished books.
Practical, step-by-step guides for getting bank statement data into Excel, CSV and your accounting software.
How to Convert a PDF Bank Statement to Excel (3 Ways)
Three ways to get a PDF bank statement into Excel: copy and paste, Excel’s built-in PDF import, or a converter. Pros, cons and tips for clean data.
How to Import a Bank Statement into Xero (from a PDF)
Step-by-step: turn a PDF bank statement into a CSV and import it into Xero, map the columns, and avoid duplicate or missing transactions.
How to Import a PDF Bank Statement into QuickBooks
Get transactions from a PDF bank statement into QuickBooks Online or Desktop using a CSV or QBO file. Step-by-step, with tips to avoid duplicates.
How to Convert a Scanned Bank Statement to Excel
Scanned or photographed bank statements need OCR before any converter can read them. How to tell, the best ways to get a text PDF, and how to convert it.
How to Import a Bank Statement into Google Sheets
Convert a PDF bank statement to CSV and import it into Google Sheets with correct dates and numbers. Includes locale settings and quick formulas.
How to Check a Converted Bank Statement Is Accurate
Four quick checks to make sure transactions converted from a PDF bank statement are complete and correct before you use them in your books.
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PDF bank statement to Excel · PDF bank statement to CSV · PDF bank statement to QuickBooks (QBO)