For accountants and bookkeepers

Extract invoices and statements into Excel or QuickBooks-ready .qbo without manual entry

SendItSheets turns client PDFs into clean spreadsheets — or .qbo files that import straight into QuickBooks Online and Desktop. Batch process invoices, bank statements, and purchase orders in minutes not evenings.

✓ Batch upload PDFs (folders, monthly packs, or vendor exports)
✓ Review and edit results before export
✓ Export to Excel, CSV, JSON, or QuickBooks-ready .qbo

Start free trial (30 pages) View pricing

No credit card required · export-ready spreadsheets

Client month-end pack Invoices + statements → review → export

Batch ready

Documents Uploaded

Vendor invoices

Line items, tax, totals

Bank statements

Transactions, dates, amounts

Purchase orders

SKUs, quantities, totals

Review before export 0 manual entry

Exports Excel / CSV

Invoices export

Bills-ready sheet

XLSX

Statements export

Transactions table

CSV

PO export

Line items table

XLSX

Clean, structured columns Ready to reconcile

Your “done by Friday” workflows without the copy/paste

SendItSheets is built for the work accountants and bookkeepers do repeatedly: importing bills, reconciling bank activity, and turning messy PDFs into reviewable tables.

Invoice to Excel

Extract vendor name, invoice number, dates, line items, tax, and totals. Great for monthly bill entry and AP cleanup.

Open invoice converter

Bank statement to Excel or QuickBooks .qbo

Turn statement PDFs into a transactions table you can filter and reconcile, or generate a .qbo file you can upload directly into QuickBooks Online via Banking → Upload Transactions. Credits and debits signed correctly, dates and amounts preserved — the file imports cleanly without manual cleanup.

Open bank statement converter

Purchase order to Excel

Extract PO line items into clean columns (SKUs, quantities, unit cost) for procurement and matching.

Open PO converter

How bookkeepers use SendItSheets each month

This page is meant to convert and rank without competing with your converter pages. It points users into the right tool once they’re ready.

Upload a client’s monthly PDF pack

Drag in invoices, statements, and vendor PDFs (even mixed layouts). SendItSheets is designed for batch input.

Review the extracted tables

Scan for exceptions instead of entering everything. Adjust any fields before exporting (great for messy PDFs).

Export to Excel, CSV, or QuickBooks .qbo

Export clean columns you can filter and reconcile, or generate a .qbo file that imports directly into QuickBooks Online or Desktop. Skip the manual entry; skip the bank-feed gaps.

Designed for speed + confidence

Most “PDF to Excel” tools optimize for quick conversion, not financial workflows. SendItSheets optimizes for structured outputs you can actually use.

Batch first Upload monthly packs and process many files in one pass.

Review built in Fix edge cases before anything hits your spreadsheet.

Excel-ready Columns stay aligned for pivots, filters, and imports.

Scanned PDFs OCR support for scans and photos (when readable).

Tip: link this page from your invoice/bank/PO converters as “For accountants & bookkeepers” to strengthen topical authority.

FAQ

Answers to what accountants and bookkeepers ask before they trust a tool with client documents.

Do I need templates for each vendor?

No. You can upload invoices from different vendors in the same batch. SendItSheets focuses on extracting structured tables and key fields without requiring manual template setup.

Can I export one spreadsheet for multiple invoices?

Yes. Depending on your workflow, you can export one file per document or a combined export (ideal for pivot tables, spend analysis, and reconciliation).

Does it work on scanned PDFs?

Scanned PDFs and photos are supported as long as the text is readable. SendItSheets runs OCR first, then extracts tables and key fields.

Is this meant to replace my accounting software?

No. SendItSheets is the pre-processing step: turn PDFs into structured spreadsheet data, then use your existing tools for posting, reconciliation, and reporting.

What file formats can I export?

Excel (XLSX), CSV, JSON, and QuickBooks .qbo exports are supported so you can fit your workflow — from simple bookkeeping to QuickBooks imports to data pipelines.

Will the .qbo file work in QuickBooks Online and Desktop?

Yes. SendItSheets generates .qbo files in the OFX 1.02 / SGML format that QuickBooks Online accepts via Banking → Upload Transactions, and that QuickBooks Desktop accepts via Banking → Bank Feeds → Import Web Connect Files. Transaction signs (credits as positive, debits as negative), dates, and amounts are handled automatically so the file imports without manual cleanup.

Do you offer a free tier?

Yes. You can start free (no card) to test your real documents. Paid plans unlock higher page limits, larger batches, and faster month-end workflows.

Turn client PDFs into spreadsheets — or QuickBooks-ready .qbo files

Upload a small batch, review the output, and export to Excel, CSV, or .qbo for QuickBooks. If it saves you time on the first run, it’ll save you time every month.

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