Have you ever pondered over how to convert credit card statements to Excel or CSV?
There are countless professionals who frequently need to import their financial transactions into accounting applications.
Although establishing feeds or downloading files directly from your credit card provider’s website is often simple, it becomes complicated when dealing with older transactions or PDF and scanned copies of statements.
Thankfully, by employing a credit card statement converter armed with OCR (optical character recognition) technology, you can smoothly convert credit card statements into Excel or CSV formats.
As a professional with a tight schedule, you likely don’t have the time to manually input all this data. Luckily, there’s an efficient solution. You can use DocuClipper to automatically import credit card statements into Excel or your accounting software.
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For those interested, this process also applies when you’re learning how to convert bank card statements to Excel or CSV.
To get you started, upload your credit card statement in here and follow the steps below:
Step 1: Choose the Credit Card Statement Converter
The initial step to convert PDF credit card statements to Excel or CSV using DocuClipper is to login to the platform and select “Bank & Credit Card Statements”.
Drag and drop one or more statements. DocuClipper is compatible with any text or scanned credit card statement. It uses Optical character recognition technology to interpret scanned statements. You can process multiple statements concurrently.
Click on convert.
Step 2: Transactions are Extracted Automatically
DocuClipper Bank Statement converter extracts all the transactions, creating a comprehensive bank extract that includes other data like balances, dates, account numbers, etc.
Step 3: Reconcile the Credit Card Statements
DocuClipper matches transaction totals with summary information on the statement. If the details align, the statement is marked as reconciled, sparing you the effort of manual review. You can view the reconciliation status on the summary table (top right of the page).
Here’s a video showing how to reconcile the statements:
Step 4A: Convert Credit Card Statement to Excel
Click on “Download data”. Select “Excel” as the output format. Choose XLSX. Click on “Download Data” and the spreadsheet will be downloaded to your computer.
Step 4B: Convert Credit Card Statement to CSV
Click on “Download data”. Select “Excel” as the output format. Choose CSV. Click on “Download Data” and the spreadsheet will be downloaded to your computer. You can also learn more about How to Convert PDF to QBO.
For more information, DocuClipper can also convert CSV to QBO. Read more on how to convert CSV to QBO.
Step 5: Configure the Output Format
With DocuClipper, you have the option to decide which columns to include in the output. Supported fields include “date”, “date2”, “amount”, “debit”, “credit”, “balance”, “account number” and more.
Here’s a video showing how to download the data and customize the output format:
And here’s a video version of this tutorial:
Conclusion
Understanding how to convert PDF credit card statements to excel or CSV is an invaluable skill.
With DocuClipper, it’s extremely simple as it is one of the best bank statement converter software.
As a matter of fact, DocuClipper is regarded as the most advanced, yet user-friendly OCR credit card statement converter on the market, boasting our automatic statement recognition feature.
With this feature, we can automatically recognize thousands of different credit card statements globally.
Here you can see our list of supported credit card providers.
Frequently Asked Questions about How to Convert PDF Statements to Excel or CSV
Here we answer some of the most frequently asked questions related to converting PDF credit card statements to Excel or CSV.
Can you export a credit statement to Excel?
Yes, you can export a PDF credit card statement to Excel. Utilize tools like DocuClipper, which streamline the process by converting your credit card statement PDF into an organized Excel spreadsheet, making financial data management easier and more efficient.
How do I convert credit card statement text to Excel?
To convert credit card statement text to Excel, use OCR software like DocuClipper. This OCR tool automatically extracts and organizes text data from your credit card statement, generating a user-friendly Excel spreadsheet for efficient financial management.
What software converts bank statements into Excel?
DocuClipper is a software that converts bank statements into Excel. This powerful tool extracts and organizes data from your bank statement, generating a structured Excel spreadsheet for efficient financial tracking and analysis.
Can DocuClipper convert PDF credit card statements to Excel?
Yes, DocuClipper can convert PDF credit card statements to Excel. By leveraging its OCR technology, DocuClipper extracts and organizes financial data from your PDF statement, creating a user-friendly Excel spreadsheet for easy data management.
Can DocuClipper convert PDF credit card statements to CSV?
Yes, DocuClipper can convert PDF credit card statements to CSV. The software utilizes OCR technology to extract financial data from your PDF statement and generate a CSV file, enabling seamless import into various financial tools and applications.
Can DocuClipper convert scanned credit card statements?
Yes, DocuClipper can convert scanned credit card statements. Utilizing advanced OCR technology, the software accurately extracts and organizes data from scanned documents, transforming them into structured Excel spreadsheets or CSV files for efficient financial tracking.
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