I will convert PDF bank statements to excel, CSV, xls google sheet
Remote Bookkeeper QuickBooks, AppFolio, Xero and Buildium
About this Gig
Need your PDF bank or credit card statements in a clean spreadsheet? Ill convert them into organized Excel or CSV files, ready for review or import into QuickBooks or Xero.
Im a remote bookkeeper and accountant with 5+ years of experience in financial data management, so I understand how the data needs to look to be useful.
What I can do:
Convert PDF bank and credit card statements to Excel, CSV, or Google Sheets
Format files for QuickBooks Online or Xero import
Standardize dates, amounts, and descriptions
Remove duplicates and fix formatting errors
Check totals against your statement balances
How it works:
- You upload your statements
- I convert and clean the data
- I check totals against your statements
- You receive your files, ready to use
Your financial data stays confidential and is used only for your project. Need more than bookkeeping data converted, or starting a larger cleanup project? Message me before ordering and Ill recommend the right option.
Type:
Convert data
•
Insert data
•
Typing
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Merge data
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Retyping
Tool:
Excel
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Google Sheets
•
Word
•
PDF editor
•
WordPad
•
QuickBooks
•
Canva
My Portfolio
FAQ
What file formats can you deliver?
Excel (.xlsx), CSV, or Google Sheets, including formats for QuickBooks and Xero import.
Can you convert scanned or low-quality PDFs?
Usually yes, but accuracy depends on scan quality. I check the totals against your statement balances and tell you about anything unclear.
How do you make sure the data is accurate?
I compare the converted totals and ending balances against each statement and flag any differences.
Can you import the file into QuickBooks for me?
Importing and reconciling is part of my QuickBooks cleanup gig. This gig delivers the files, ready for import.
What about password-protected PDFs?
Send the password through Fiverr messages, or remove the protection before uploading.
Is my financial information kept confidential?
Yes. I use your data only for your project and don’t share it with anyone.
