Many banks provide PDF downloads for your bank account and credit card statements, and when you need to load your data into your accounting software, you are wondering how this could be done.
Converting a PDF file to a ‘data’ format could be a tricky task especially if PDF is “image”, not text document, so what should you do or what tool should you use?
For PDF text-based (when you view PDF file, you can select specific text element on the screen), ProperSoft offers PDF2OFX, PDF2QFX, PDF2QIF, PDF2QBO, PDF2CSV for text-based PDF files). Try them, and feel free to contact support if your PDF file is not parsing.
Still, many banks prepare QIF, OFX, QFX, QBO and other formats for you on demand. Look for the ‘Accounting’ section or call your bank and ask them how to generate and download these files for you. At least should provide a CSV format. You can convert CSV/Excel/TXT files to QIF using CSV2QIF, CSV to QFX using CSV2QFX, CSV to OFX using CSV2OFX, CSV to QBO format using CSV2QBO.