cancel
Showing results for 
Search instead for 
Did you mean: 
Anonymous
Not applicable

Re: Pdf Conversion to QBO

@Oggie1947

 

I recently got Adobe Reader DC, it has an unbelievable amount of flexibility! I've been using it to turn PDFs into JPEGs for social posting and resizing PDF guides. 

 

Do you have a good method for converting a PDF to Excel? Normalizing data in Excel can be a bit of a challenge, I certainly have a tough time. 


Getting Started with QuickBooks Online

Level 3

Re: Pdf Conversion to QBO

For general documents I would recommend PDF2XL, great program about $300 for the OCR version (required for scanned documents):

https://www.cogniview.com/pdf-to-excel/pdf2xl-ocr

 

But for bank statements, I would recommend PDF2CSV:

https://www.moneythumb.com/converters-2quickbooks/?ref=1

 

I am sure there are other alternatives, but there are the two I have used.

 

Level 9

Re: Pdf Conversion to QBO

Not sure it is necessary to convert your 12 month pdf bank statement. You should simply download into an Excel csv file the 12 months of transactions from your bank website and upload them into your QBO bank feed, it's quick, easy and free. I have yet to find a bank or credit card company that does not have this option available.

Level 1

Re: Pdf Conversion to QBO

Adobe Reader can't export the PDF data to QBO - Acrobat DC does but it's not free. Its cost is about $15 a month on a subscription-based system. From ones with a lower price I would recommend as well PDFfiller: https://edit-pdf.pdffiller.com It's designed to work with tax documents and can be exported to QuickBooks, pricing starts from $6 a month

QuickBooks Team

Re: Pdf Conversion to QBO

Hello there, @pHumphrey.

 

Are you trying to convert your bank transactions and import it to QBO? Allow me to share some information on how does importing PDF file to QuickBooks Online.

 

Currently, the ability to directly export PDF documents to QuickBooks Online is not yet available. In the meantime, QuickBooks Online support importing of QFX, .OFX file, CSV and Excel file. What you can do is to convert the PDF file to Excel file format and then export it to CSV Format from Excel.

 

In order for you to import your data, your CSV file should contain the following information: DateDescription and Amount. Make sure to leave off leading zeros and format the date like this: M/D/YY, not like this: MM/DD/YY. For example, January 1, 2016 would be 1/1/16.

 

Once your file has the correct format, you can start with the importing process.

 

On the other hand, the ability to directly import PDF file to QuickBooks would be helpful for both you and your business. I’d be delighted to share these suggestions to our Product Engineers for consideration in future updates. You can also send to us your feedbacks and feature request for product improvements.

 

Here’s how:

  1. Click the Gear icon.
  2. Choose Feedback from the drop-down.
  3. Type in your Comments, Suggestions or Feedbacks.
  4. Choose Next.
  5. Select a category, and click Send message.

Lastly, check out any supported third-party application that offers free conversion of PDF to QuickBooks Online supported files.

 

If you're having difficulty with importing your transactions, I'd suggest reaching out to our Customer Care team. A bank specialist will be able to check your account securely and further assist you via secured remote access session.

 

Don't hesitate to leave your comment below if your have other questions about importing your transactions to QuickBooks Online. I'm always here to help.

Level 1

Re: Pdf Conversion to QBO

I need to do the same but I have the Quickbooks on my laptop. How do I do that? 

Thanks!!

Moderator

Re: Pdf Conversion to QBO

Hi Hammer38,

 

Are you referring to import bank transactions into QuickBooks Online (QBO) Windows App? If so, the article above also works with the version that you have.

 

Just make sure to pick one of these formats, so you can upload the file into QBO:

Once done importing, check out this link for future reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

Please let me know if you meant something else. I'm always glad to help. Have a wonderful day.

Level 1

Re: Pdf Conversion to QBO

VERY IMPORTANT TO KNOW IS YOUR PDF "TEXT-BASED" OR "OPTICAL BASED" - I did research on, as my scanned files from old bank that was bought-out by another bank.  They are optical based.  

Way to find out what type of PDF file you have:  https://www.moneythumb.com/pdf-to-quickbooks/

Propersoft only promises convert "text-based":  https://www.propersoft.net/howto/pdf-converter
So if you are like me and not a financial advisor/accountant and only need to do this one time for multiple old statements, you will have to go with MoneyThumb 2QBO Converter Pro with 50 day license for $129.95

 

Level 1

Re: Pdf Conversion to QBO

I am interested in this.  My business partner doesn't want anything uploaded to a cloud because of security issues.  Thank you.

Level 1

Re: Pdf Conversion to QBO

I am interested in this.  I have the same type of clients and situation.

 

Thanks

Need to get in touch?

Contact us