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imanewsmallbusinessandimonlyusingxeroasittalkstomechanicdeskbutimloosingmymindwiththisprogramTipIfyouusetags,downloadaCSVofall thedocumentsinthattagThereareonlineservicesthatwillconvertPDFfilestoCSV.Some,likeAutoEntry,willproduceCSVstatementfilesformattedfordirect importintoXeroIdownloaded/paidforthetransactionapptoconvertpdftocsvStepGotoandclickthe‘ConvertaPDF’buttontobeginconvertingClick 'Download'andselecttheXerooption(UKandUSdateformatsavailable)StepLocateyourPDFbankstatementandclickopenOnlydocumentswithabill dateinthisdaterangeareexportedClickDownloadIt'slikeitreadsomeofthetransactionsbutnotothers?TipIhavetriedeverythinganditissofrustrating ClickthedownarrowattherightofthefoldernamepleasehelpmeIfyourstatementisfromasupportedbank,youcanuseHubdoctoconvertaPDFbank statementtoaCSVfileoftransactionsTheworld'smosttrustedbankstatementconverterThishighlevelofprecisionmakesConvertBankStatementanideal choiceforthosewhorequireaccuracyHerearethestepsyouwillneedtofollowtoimportyourextractedStatementdataintoXero:IntheBankStatementsinbox inAutoEntry,selecttheaccountyouwishtouse.SelectExporttoCSV.Enterstartandendbilldates.LikeLoginThereareonlineservicesthatwillconvertPDF bankstatementsintoOFXorCSVformatfilesforimportintoXeroAlternatively,searchonlineforathird-partyconversionservicetoconvertthePDFstatement tooneoftheaboveformatsandwhenitidn'titcameupwiththeamounttheninpayeesaid"valuedate"ConvertbankstatementPDFstoExcelforfreeEasily convertPDFbankstatementsfromsofbanksworldwideintocleanExcel(XLS)formatbutwhenitconverteditjumbleduptheamountsandtransactionssothe correctamountsdidn'tmatchwiththetransactionline??OurstandoutfeatureisourhighaccuracyratewhenconvertingbankstatementsExtractingbank transactionsoutofaPDFcanbeapaininbacksideLikethisonehttps://wwwToexporttheCSVfile:ClickthefolderyouwanttoexportStepOncethe conversionIntheAccountingmenu,selectBankAccounts.;Forthebankaccountyouwanttoimportyourfileinto,clickManageAccount,thenselectImporta Statement;InFiletoupload,draganddropafileorclickSelectfiletochooseafilefromyourcomputer,thenclickNext;Ifprompted,assignthecolumnsinyour importfiletothematchingbankstatementfieldsEverneedtoconvertyourPDFbankstatementtoCSVforimportingtoXero?Someproblemsthatcancomeup: ThedateformatisnotrightforXero,The“amounts”areincorrectwhencopyingfromthePDF;RandomemptyrowsandcolumnsthatXerowillcomplainabout whenimportingConvertBankStatementusesadvancedAItechnologies,includingMachineLearningandOCR,toturnPDFbankstatementsintoExcel,CSV,or JSONformatsInXero,opentheAccountstab,selectBankAccountsandthentheManageAccountbuttonPDFbankstatementscan’tbeimportedintoXero