I can convert your PDF/CSV/Excel statements to QuickBooks, saving you significant time and effort.
Converting your data for importing into QuickBooks requires time, expertise working with data, and understanding how QuickBooks processes it.
Converting PDF data is particularly time-intensive.
You may do any of the steps yourself or have me do them. I offer complete conversion services à la carte, so you may choose
just the services you need and keep the cost as low as possible.
Step
Description
Fee
1. Extraction:
Extract your entire PDF file (all text and numbers) into a spreadsheet format.
2. Manipulation:
Remove all non-transaction data and arrange the transaction data into a Statement Converter layout.
$29.95 per statement (a "statement" contains transactions for a one-month period)
It is critical that your data be arranged according to the exact layout specified by the converter to be
used. Each converter has a different layout of rows and columns, positive/negative values, date format, etc.
3. Conversion:
Convert your transactions into QuickBooks format.
$99 per bank account or credit card account (special offer, regularly $149).
Includes conversion of one statement per account. Additional statements for the same account (using identical conversion settings): $1.95 each.
Includes up to 2 repeat conversions, in case you wish to change the conversion options.
Lower-cost alternative: Purchase a converter and do it yourself.
Cost calculator:
1. Extraction:
# of PDF files: ____ x $1.95 =
$_________
2. Manipulation:
# of PDF files: ____ x $29.95 =
$_________
3. Conversion:
$99 for the first file =
$_________
# of additional statements ____ x $1.95 =
$_________
Total of above =
$_________
Pricing example: for 12 PDF statements for one bank account or credit card account:
1. Extraction:
# of PDF files: 12 x $1.95 =
$23.40
2. Manipulation:
# of PDF files: 12 x $29.95 =
$359.40
3. Conversion:
$99 for the first file =
$99.00
# of additional statements 11 x $1.95 =
$21.45
Total of above =
$503.25
- The turnaround time for 12 statements is typically 2 business days.
- The converted file(s) will be emailed to you, ready for you to import into QuickBooks.
- You can do all of this yourself and just purchase a converter, or have me do it for you. What is your time worth?
The data imported perfectly!!! You are a lifesaver. It was well worth it to have you do this for me --
I would have gone bonkers. I would be more than willing to recommend you. Thanks so very much. — Stephanie Walker
Let me tell you, the converted bank statement import has saved me a ton of time!
You made my life so much easier with this service. I would probably still be loading data,
if it wasn’t for you. The process was wonderful. Quick, efficient and effective. The price/value I believe is fair.
Thank you for making my life easier. — Michelle Leonard
Have .CSV or Excel files?