ForumSage
My daughter is trying to convert PDF files (bank statements) to another format that is accepted by a program (Xero) she is using. The program states it needs " OFX' , "QIF" or "CSV".
Are the any recommendations
Wizard
If it was scanned from a hardcopy there are no good solutions.
If it was made into a pdf directly from software there are about a million different programs that could convert it back. Just google "convert pdf to csv" and pick one that looks legit.
I haven't had to do it often so cant recommend one.
SysAdmin (Owner)
Multiple steps I would think
Copy and paste into text document then format and save as CSV
Then import to xero
Not knowing how flexible import into xero is you may spend a lot of time formatting...
Maybe qucker to just type it in..
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Master
I quite often work with pdf files and 'reverse engineering' depends a lot on the program used to create the pdf. As soon as formatting is involved some really strange things can happen.
Can she not log on to the bank and download the statements in a different format? I know I can download my bank statements as Excel files (bahaha or other villainous laugh...)
If not try Incisor's solution of copying and pasting (I'd try into Excel) before saving as a CSV.
Wizard
I just tried to convert a simple spreadsheet from a pdf back to csv and its possible, but there are some manual steps.
I found a few options for you:
Subscription based Adobe Acrobat DC
A once off payment iSkySoft
as well as a list of Free Ones
Please note i haven't tried any of these cant vouch for any of them as far as suitability or security and there are plenty of others out there. Use at your own risk!
That disclaimer aside I hope it helps
Swaggie
Omnipro.
http://www.sde.nus.edu.sg/admin/Reso...Page%20Pro.pdf
I've used the OCR part of the package before. It worked well recognizing printed spreadsheets.
As has been said before, it depends on the format of the PDFs. If you can cut and paste from the PDF, cut and paste. If you can't, you need to run it through an OCR package.
A Keeper of the TGO
No, No, you wont be converting a PDF file to any of those formats.
What you need to do is have her access her internet banking, search for the transactions using the desired date ranges, then export them in the desired format (QIF or OFX is best). These formats are a standard financial file format which is understood by most financial packages. Once exported from intent banking, they can be imported into Xero.
If she is using Xero, then she should be able to link directly to her bank accounts directly from within Xero thus allowing Xero to be updated virtually real time with the bank. No need to do the manual steps of exporting and importing.
Cheers,
Sean
“Only two things are infinite, the universe and human stupidity, and I'm not sure about the former.” - Albert Einstein
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