Bank Statement PDF to Excel

[Chelsea35045334ksup]

Hello!

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

Thanks!

[JR Boulay]

[try67 · Accepted solution]

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.

[Thom Parker]

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. 

[JR Boulay]

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

Then paste in an Excel sheet.

[Griffin_Henry]

QuickBooks is the best tool for importing bank statements 📊. If the PDF isn't working, try downloading the statement directly from your bank in CSV or QBO format. You can also use other tools to convert PDF to Excel. Just ensure the data is formatted correctly before uploading! ✅