Convert bank statement PDFs for QuickBooks
When the bank feed is missing months, the PDF statements are all you have. We read every transaction and give you the file QuickBooks imports.
Balances must agree
The transactions have to run from the opening balance to the closing balance. If one is missing or misread, the statement is flagged before you import it.
Fix in a grid, not a spreadsheet
In the Windows app, edit the date, description or amount of any transaction, add or remove rows, and the balance check runs again.
Import file, ready to upload
Download the transactions as the CSV that QuickBooks bank imports accept, or as Excel with a sheet of every issue found.
How it works
- Drop in PDFs or photos of bills, or have clients email them to their own inbox address.
- Check only what is flagged, with the page shown next to each value.
- Send ready bills straight to QuickBooks Online, or download a CSV or Excel import file.
More guides
- Convert PDF invoices to QuickBooks Online
- Import bills into QuickBooks Online without a spreadsheet
- Bulk enter bills in QuickBooks Online
- Scan paper bills and receipts into QuickBooks Online
- Get receipts into QuickBooks Online as expenses
- Bill entry for bookkeepers on QuickBooks Online
- A Dext alternative for QuickBooks Online
- A Hubdoc alternative for QuickBooks Online
- An AutoEntry alternative without credits
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