PDF2CSV Converter

What is PDF2CSV Converter?

PDF2CSV Converter: Convert PDF to CSV / Excel

Finally, the solution to convert your transaction files into a readable format, ready to archive or print. Convert PDF to CSV/Excel and import to Excel, QB Online, Xero, YNAB. Extract transaction data from text-based PDF files from your bank

What can I do with PDF2CSV Converter (PDF to CSV / Excel Converter)?

Download, install and run the software

Select a file with transactions

Review the transactions and click Convert to create a CSV/Excel file

Import the created file into Excel, Quicken for Mac, Quickbooks Online

Why should I trust PDF2CSV Converter?

It runs and processes your files on your computer - no data leaves your computer

It doesn't send your transactions anywhere

Convert a bank or credit card statement in PDF format to CSV/Excel format and import into Excel, Quickbooks Online, Xero, Quicken for Mac

Step-by-step instructions for Windows

Review transactions before conversion. Check that the dates are correct, that the correct year, amount, withdrawals and deposits are shown in the corresponding columns.

Try the different PDF Library if the PDF file is not parsed correctly by the selected library. The parser provides two PDF libraries to choose from.

Check with your accounting software the expected format; in many cases, it should be the system where you import the data, expected for Quicken and Quickbooks. Set the year if it is missing manually.

Choose the CSV destination: Normal CSV, Excel (XLS or XLSX), QuickBooks Online, Xero, Quicken for Mac (CSV Mint), POSH, or clipboard copy to be pasted into any spreadsheet software like Excel.

Set the date format for Quickbooks Online. Quickbooks is imported online with the Date format as MM/DD/YYYY.

Click the 'Convert' button to create a CSV file. For Excel destinations, the Excel file will be created.

Confirm the name and location of the file.

Now that the CSV file has been created, let's switch to Quickbooks online and import the CSV file you created. Look for 'Banking' and click on it.

The next step is to select an account and click on the 'File Upload' button.

Then click the 'Browse' button and select the created CSV file, click 'Next'.

Then select an account in Quickbooks to import and click 'Next'.

The next step is to confirm the mapping and format of the date. The Date and Description columns must be pre-selected and the value column must be defined. Click the 'Next' button.

Review the transactions in the online Quickbooks before importing and click the 'Next' button.

Complete the import in the next step. After the transactions are imported, you can review and categorize them in the account.

System Requirements

Windows

Microsoft Windows 10 / 8.1 / 8/7/2008/2003 / Vista / 2000 / XP

Also works on Linux with Wine

User with administrator privileges (see file version below for use without administrator privileges)

Mac

Mac OS X 10.12 or later (macOS Catalina is supported)

Allow apps from the "Mac App Store and identified developers" in System Preferences, Security, and Privacy