In this article, we will explore how to convert a PDF file into a Microsoft Excel Worksheet (.xlsx) using the SaasAnt Transactions Online app. This powerful feature allows you to convert your PDF documents into Excel format with ease.
Introduction to SaasAnt Transactions Online’s PDF to Excel Feature
The "PDF to Excel" feature in SaasAnt Transactions Online is designed to convert your PDF files exactly "as is" into Excel spreadsheets. Depending on the file's complexity and size, the conversion process may take a few minutes.
It's important to note that the resulting Excel file will not be immediately ready for import into other applications, such as QuickBooks. Before importing, you must edit the converted data by removing any unwanted logos, symbols, banners, or titles.
Note: If your PDF file was originally an image or contains numerous images, the conversion may not work as intended.
Steps to Convert a PDF File to Microsoft Excel Worksheet (.xlsx)
Follow these simple steps to convert your PDF file into an Excel worksheet:
1. Launch the SaasAnt App:
- You can access the SaasAnt app through QuickBooks apps or by logging in directly via the user link: https://transactions.saasant.com/auth/login.html
2. Navigate to the PDF to Excel Option:
- Once logged in, locate and click on the "PDF to Excel" option in the left-hand menu.
3. Upload Your PDF File:
- Click "Browse" to upload the PDF file you wish to convert. The conversion process will begin automatically.
4. Download the Converted Excel File:
- After the conversion is complete, a download option will appear. Click "Download" to save the converted Excel file to your default download location.
5. Open and Edit the Converted File:
- Navigate to the downloaded location and open the Excel file. Review and edit the file by:
- Removing unwanted logos, symbols, banners, and titles.
- Adjusting columns and adding headers if they are missing or misplaced.
6. Save the Edited Excel File:
- After making the necessary edits, save the file. It is now ready for import.
By following these steps, you can efficiently convert PDF files to Excel using SaasAnt Transactions Online and ensure that your data is well-organized and ready for further use.
Please refer to the step-by-step screenshots below to assist you in converting your PDF file to Excel:
Step 1: Navigate to the PDF to Excel Option.
Step 2: Upload Your PDF File.
Step 3: Download the Converted Excel File.
Navigate to the downloaded location and open the Excel file. Review and edit the file by:
Removing unwanted logos, symbols, banners, and titles.
Adjusting columns and adding headers if they are missing or misplaced.
Sample Screenshot 1, Unedited Excel file.
Sample Screenshot 2: Edited Excel file ready for import.
