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Bank Statement PDF to Excel

New Here ,
Jan 25, 2024 Jan 25, 2024

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Hello!

 

I am trying to convert a PDF bank statement to Excel to load to quickbooks! Any ideas?

 

Thanks!

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Edit and convert PDFs , PDF , PDF forms

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correct answers 1 Correct answer

Community Expert , Jan 26, 2024 Jan 26, 2024

This usually doesn't work very well, and many times it's not possible at all, if the document is secured.

A much better option is to get the data from the bank directly as an Excel or CSV data file. All serious banks should have this option available to their clients.

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Community Expert ,
Jan 26, 2024 Jan 26, 2024

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Community Expert ,
Jan 26, 2024 Jan 26, 2024

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This usually doesn't work very well, and many times it's not possible at all, if the document is secured.

A much better option is to get the data from the bank directly as an Excel or CSV data file. All serious banks should have this option available to their clients.

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Community Expert ,
Jan 26, 2024 Jan 26, 2024

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There's no good direct conversion. If this is a one time thing you're better off selecting and copying text manaually. You could convert to text for this as well.   

If you need to automate this, then you'll need to write a script to do it. 

 

 

Thom Parker - Software Developer at PDFScripting
Use the Acrobat JavaScript Reference early and often

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Community Expert ,
Jan 26, 2024 Jan 26, 2024

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Another way is to select the Arrow tool, select a table, and right-clic to "Copy with formatting".

Then paste in an Excel sheet.

 

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