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English
$
USD
I will convert bank statements to excel or csv
About this Gig
Do you have PDF Bank Statements that QuickBooks Online won't accept?
Stop wasting hours manually typing data. I will convert your PDF Bank Statements, Credit Card Statements, or Invoices into a clean Excel, CSV, or Google Sheet format that is ready to import directly into QuickBooks, Xero, or Wave.
Unlike regular data entry clerks, I am a CMA Affiliate. I understand that "Debits" and "Credits" must balance. I don't just copy-paste; I verify the Opening and Closing balances to ensure 100% accuracy.
My Services Include:
- PDF to Excel/CSV: Converting scanned or digital bank statements.
- Formatting for Import: Creating the specific 3-column (Date, Description, Amount) format for QuickBooks/Xero.
- Data Cleaning: Removing headers, footers, and page numbers so the data is sortable.
- Reconciliation Check: Ensuring the Excel total matches the PDF ending balance.
I can process:
- Bank Statements
- Credit Card Statements
- PayPal/Stripe Logs
- Invoices & Receipts
Confidentiality Guaranteed: Your financial data is handled with strict professional security standards.
Order now to get your data ready for bookkeeping!
FAQ
Can you format the file for direct upload to QuickBooks/Xero?
Yes! I can create the specific CSV format (Date, Description, Amount) required by QuickBooks Online, Xero, or Wave. Just let me know which software you use when placing the order.
How do you ensure the data is accurate?
Unlike automated software that makes mistakes, I verify the data manually. I cross-check the Ending Balance in the Excel file against your PDF statement to ensure every penny is accounted for.
Can you convert Scanned or "Image-based" PDF statements?
Yes, I can convert scanned images using OCR and manual typing. However, please message me before ordering for scanned files, as they may require a custom offer depending on readability.
Do you handle credit card statements too?
Absolutely. I can process Bank Statements, Credit Card Statements, PayPal/Stripe logs, and Invoices.
