Conversions
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PDF bank statement to QuickBooks OnlineTurn a PDF bank statement into a CSV that QuickBooks Online imports first time: 3 or 4 columns, one date format, plain amounts, under 350 KB.PDF bank statement to XeroGet transactions out of a PDF bank statement and into Xero's statement import: one signed Amount column, dates in your organisation's format.Bank CSV that QuickBooks Online acceptsClean a bank or credit card CSV export for QuickBooks Online: remove extra rows and columns, fix dates and amounts, split large files.⇢South African bank statements to QuickBooks or XeroConvert FNB, Absa, Standard Bank, Nedbank and Capitec statements (PDF or CSV) into files QuickBooks Online and Xero import, with South African date and number formats handled.Excel or CSV contacts to HubSpotPrepare a contact list for HubSpot import: valid emails, phone numbers in international format, allowed lifecycle stages, no duplicate emails.CSV to Salesforce Leads or ContactsMake a lead or contact file the Salesforce Data Import Wizard accepts: required Last Name and Company, clean emails and phones, UTF-8 without BOM.Shopify customer import CSVBuild a customer file that matches Shopify's customer CSV template: valid emails, unique phone numbers in E.164, address columns in the right places.Contact list to MailchimpPrepare a list for Mailchimp: valid unique emails, first and last name columns, tidy tags, so the import does not skip contacts.⇢PDF invoices to one Excel filePull invoice numbers, dates, totals and line items out of many PDF invoices from the same supplier into one Excel workbook, with totals checked.⇢Scanned PDF or photo to ExcelRead scanned PDFs and phone photos of documents with OCR in your browser and get tables and labelled values into Excel, with unsure values flagged.⇢Password-protected PDF statements to ExcelOpen password-protected bank and utility statements and extract their tables to Excel or CSV, with the password kept in your browser only.