PDF2CSV: Convert PDF to CSV/Excel

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

• Download, install and run the software
• Select a file with transactions
• Review transactions and click Convert to create a CSV/Excel file
• Import created file to Excel, Quicken for Mac, Quickbooks Online

Why should I trust PDF2CSV?

• It runs and processes your files on your computer - no data leaves your computer
• It does not send your transactions anywhere
• Please check our product testimonials

If I need any help with conversion, can you help me?

• Free support is available before and after the purchase
• All license options include at least 14 days of the conversion support after the purchase
• The Professional and Team licenses include ongoing conversion support
• Please use the Support page or email us at support@propersoft.net.

Can I try before purchasing?

• Yes. PDF2CSV is free to download and try.
• Your file will be fully parsed in the trial mode, so you can verify that PDF2CSV understands your transactions file correctly.
• You can create a fully functional and loadableCSV/Excel file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).

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

This tutorial shows how to convert a PDF file from your bank or credit card statement to CSV format and import into Quickbooks Online. We will use PDF2CSV utility.

Step by step instructions for Windows

See below steps for the Windows version, followed by the Mac version.

Make sure you are using the latest version of PDF2CSV. Download it from the PDF2CSV download page. Start PDF2CSV and select a PDF file.

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

Try a different PDF Library if your PDF file is not parsed correctly by the selected library. The Parser provides two PDF Libraries for you to choose.

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

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

Set the date format for Quickbooks Online. Quickbooks online imports with date format as MM/DD/YYYY.

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

Confirm the file name and location.

Import created CSV file into Quickbooks Online

Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for the Banking link and click on it.

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

Then click 'Browse' and select 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 date format. Date and Description columns should be preselected and the amount column needs to be set. Click 'Next' button.

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

Finish the import by on the next step. Once the transactions are imported, you can review and categorize them under the account.

Step by step instructions for macOS

Make sure you are using the latest version of PDF2CSV. Download it from the PDF2CSV download page. Start PDF2CSV and select a PDF file.

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

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

Set Output Dates for Quickbooks Online. Quickbooks online imports with date format as MM/DD/YYYY.

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

Confirm the file name and location.

Import created CSV file into Quickbooks Online

Now the CSV file is created, let's switch to Quickbooks online and import created CSV file. Look for the Banking link and click on it.

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

Then click 'Browse' and select 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 date format. Date and Description columns should be preselected and the Amount column needs to be set. Click 'Next' button.

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

Finish the import by on the next step.

Once the transactions are imported, you can review and categorize them under the account.