Use the PDF Converter to turn a bank statement PDF into a file you can import or work with: Excel (XLS or XLSX), CSV, QBO or OFX. Go to Tools > PDF Converter, upload the PDF, wait for the status to show COMPLETED, then click Export and pick a format.

When is this useful?

• A client can only give you PDF bank statements and you need the transactions in a format you can use.
• You are doing cleanup work and need historical transactions from old statements.
• A bank can't be connected electronically, so PDF statements are your only source of data.
• You need to import the transactions into QuickBooks Online, QuickBooks Desktop or Accounting CS.

How to convert a PDF statement

1. In the menu bar at the top of LedgerSync, click Tools.
2. Click PDF Converter.
3. Drag and drop your statement PDFs onto the upload area, or click Browse for PDF files. You can add several files at once. Only PDF files are accepted.
4. Each file appears in the list with the status PROCESSING while LedgerSync converts it. The status updates on its own.
5. When a file shows COMPLETED, click Export in that row and choose a format:
   • XLS or XLSX for Excel
   • CSV
   • QBO for QuickBooks Online or QuickBooks Desktop
   • OFX for Accounting CS and other software that imports OFX files
6. The file downloads to your computer straight away. You can come back and export the same conversion in another format at any time.

Processing continues in the background

The conversion runs on LedgerSync's servers, so you don't need to stay on the page. You can move to other pages or close your browser, and your files keep processing. When you return to Tools > PDF Converter, the results are waiting in the list.

Most statements finish within about a minute. Large combined files take longer. A file of 150 pages or more can take 20 minutes or more.

If a conversion fails

If a file shows FAILED, click Retry in that row. LedgerSync runs the conversion again using the file you already uploaded, so you don't need to upload it again. If it fails a second time, email the statement to support.

To remove a conversion from the list, click the trash can icon in its row.

Which PDFs can be converted

• Text-based and scanned PDFs both work. LedgerSync reads the text in scanned statements, so a scanned PDF can be converted. Clear, good quality scans give the best results.
• Combined multi-month PDFs are fine. You can upload a large combined file of 150 pages or more as it is.
• PDFs that need a password to open can't be converted. Remove the password, save a new copy, and upload that. If you upload a PDF that is locked or damaged, you will see a message that the PDF appears to be corrupt or incomplete.
• The PDF must be a bank statement. If the file has no bank transactions in it, the conversion can finish as COMPLETED but with no transactions.

Check the results

Accuracy depends on the quality and layout of the original statement. Before you import a converted file, compare the transactions and totals with the statement, especially for scanned statements and very long files.

Troubleshooting

• A file stays at PROCESSING for a long time: Large files can take 20 minutes or more. You can close your browser and come back later.
• A file shows FAILED: Click Retry. If it fails again, contact support and include the statement.
• The upload is rejected with a message that the PDF appears to be corrupt or incomplete: The file may be password protected or damaged. Remove any password, or get a fresh copy of the statement from the bank, and upload it again.
• Transactions are missing or wrong: Check the quality of the original PDF. If the statement is clear and the result is still wrong, send the statement to support.

Looking to export transactions from a connected bank account?

The PDF Converter works only with PDF statement files you upload. It does not export transactions from bank accounts that are already connected to LedgerSync.

Need help?

Email LedgerSync Support at support@ledgersync.com.