Can it handle scanned or blurry documents?

Standard extraction runs first. If confidence is low, advanced extraction can use OCR or AI to clean up difficult rows.

Can I download QuickBooks-ready CSV files?

Yes. The extraction flow supports QuickBooks-ready CSV output for review and import workflows.

Prepare bank statements for QuickBooks Online

Q: Is my financial data secure?

Doc2Excel stores uploaded files in private buckets, processes files server-side, and schedules extraction data to expire after a short retention window.

Convert PDF bank statements into structured CSV files you can review before importing into QuickBooks Online.

Standard extraction first
Private file flow
Preview rows before export

Convert Document

Upload a file to securely extract transaction and table data.

Document TypeOutput Format

Standard extraction is free.Secure and private

How to prepare bank statements for quickbooks online

Upload

Select your file and confirm the document type.

Extract

Doc2Excel reads transaction rows, table columns, and confidence.

Download

Export a clean QuickBooks-ready CSV file for review or import.

Common problems this solves

QuickBooks cannot directly read a PDF statement

Downloaded bank data does not cover old periods

Transactions need review before import

Frequently asked questions

Is my financial data secure?

The production flow uses private uploads, server-side processing, and a scheduled 24-hour expiry for uploaded files and extracted preview data.

Can it handle scanned files?

Yes. Standard extraction runs first. Advanced extraction can be used for scanned or low-confidence pages when credits are available.

What columns are included?

Bank and credit card exports are designed around date, description, debit, credit, and balance fields, with output adjusted for Excel, CSV, or QuickBooks-ready CSV.