How to Convert Bank PDF Statements to Excel or QBO

How to Convert Bank PDF Statements to Excel or QBO

One of the great features of Ledgersync is the ability to convert Bank PDF Statements to Excel, CSV or .QBO file format. 
This is really helpful when:

1- Client ONLY gives you access to  PDF Bank Statements and you need the transactions

2- Clean up work is needed and all you can access is historical bank statements. Now you need the cleaned up bank transactions all extracted from the Bank PDF Statement.

How to Convert Client Bank PDF Statements  To Excel:

1- Click on  "TOOLS" At  the top right

2- Click on PDF CONVERTER

Please note that  a PDF that is an "image" or a protected PDF document cannot be converted. If you can highlight a bank statement PDF document and copy/paste it's a good sign that Ledgersync can convert the PDF document. 




Any questions, please reach out @ www.ledgersync.com and click on support button at the bottom.






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