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If you have PDF files...

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Converting PDF statements to QuickBooks consists of three steps which require time, expertise working with data and understanding how Statement Converter processes it.

1. The first step is to EXTRACT the data from your PDF into Excel.  I can do this for you or you can do it yourself using this software: PDF to Excel converter.

2. The next step is to MANIPULATE the data into a Statement Converter-compatible layout.  The data must be arranged to match the format specified for either one of the bank-specific converters or the generic converter.  This step is particularly time-consuming; I can do this for you or you can do it yourself.

3. The final step is to CONVERT your transactions into QuickBooks-compatible format by using Statement Converter.

The specific procedures for completing these steps can be technical and require patience.  If you would like me to extract/manipulate/convert the transactions from your PDFs, consider using my PDF to QuickBooks Conversion Service.

TIP: Can't locate CSV or Excel files on your bank's website?  Here are download instructions for particular banks and credit cards.

 
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