Turn any PDF — bank statements, credit card statements, vendor invoices, receipts, expense reports — into a CSV pre-formatted for QuickBooks Online's bank feed import or bill import. No column mapping, no manual cleanup, no per-vendor templates.
QuickBooks Online supports CSV import for bank feeds and bill imports — but only if the CSV has the exact columns QBO expects (Date, Description, Amount, optionally Memo). PDFs from your bank, your vendors, or your receipts don't come that way. So bookkeepers either type entries by hand or run them through a separate OCR tool that produces messy CSVs that need column mapping every time.
Bank-feed connectors only cover a few hundred U.S. banks; smaller community banks and credit unions still require manual import. AP teams converting vendor invoices to bills face the same problem: invoice PDFs need to become a CSV with vendor name, bill number, date, terms, account, and amount in the right columns.
PDFExcel converts any document type into a CSV pre-formatted for QuickBooks. Bank statements become a bank-feed-import CSV (Date / Description / Amount). Vendor invoices become a bill-import CSV (Vendor / Bill No / Date / Due Date / Amount / Account). Receipts become an expense-import CSV. Credit card statements match QBO's credit-card-feed format.
Skip the column-mapping wizard inside QBO — the export already matches QuickBooks' schema. Drop the CSV into Banking → File Upload (for transactions) or Expenses → Bills → Batch (for AP). Compatible with QuickBooks Online, QuickBooks Self-Employed, and QuickBooks Desktop's IIF and CSV import paths.
The model knows what QuickBooks expects from each import path. Bank-feed CSV is different from bill-import CSV — pick the document type, get the right schema.
Most QuickBooks-adjacent tools either require a per-vendor template or charge a per-transaction fee. PDFExcel is one upload, free to start, with the right CSV schema waiting at the end.
Pre-formatted to QBO's bank-feed import schema (Date / Description / Amount / Memo). Drop into Banking → File Upload, no column mapping.
| # | Date | Description | Amount | Memo |
|---|---|---|---|---|
| 1 | 03/03/2025 | ACH CREDIT — STRIPE PAYMENTS | 4210.00 | ST-9831 |
| 2 | 03/05/2025 | CHECK #1432 — Smithson HVAC | -1875.00 | 1432 |
| 3 | 03/08/2025 | ZELLE TO Acme Supply | -612.50 | ZL-4471 |
| 4 | 03/11/2025 | WIRE TRANSFER IN — Acme Capital LLC | 15000.00 | WIRE-203 |
| 5 | 03/14/2025 | DEBIT CARD — UPS Store #2841 | -48.27 |
Bookkeepers running monthly close on QuickBooks Online for multiple clients, CPAs cleaning up year-end QuickBooks files, AP teams batch-importing vendor bills.
Closes 20 clients on QuickBooks Online each month. For the 4 clients on community banks without bank-feed connectors, batch-converts the monthly statement PDFs to QBO-ready CSV and imports in 5 minutes per client.
Client never set up bank feeds. Twelve months of statements arrive as PDFs. Convert all 12 to QBO bank-feed CSV, import per month, reconcile inside QBO.
200 monthly vendor invoices arrive in PDF. Convert to QBO bill-import CSV with vendor, bill #, date, terms, and account pre-mapped. Import as draft bills, review in batch, approve.
Yes for bank feed and credit card feed imports — those are the strictest QBO schemas (Date / Description / Amount / Memo) and we match them exactly. Bill import has a few more optional columns (Class, Customer, Account) that you may want to set per-vendor; those are easy to fill in the export.
Yes. CSV format works for all three. QuickBooks Desktop also supports IIF format — choose IIF in step 3 and the export comes out in IIF format ready for File → Utilities → Import.
10 documents per month, free, forever. No card required, no expiring trial. Plans from $69/month for 50 documents — most small bookkeeping practices fit comfortably in Starter or Pro.
Yes — built-in OCR runs automatically when there's no embedded text layer. Same workflow, same QBO-ready CSV at the end.
Then use the live feed. PDFExcel is for the cases where the feed isn't available, isn't reliable, or you're doing year-end clean-up on missed periods. We complement bank feeds, not replace them.