In this article, we will show you how to convert a PDF invoice to Excel. Simply follow the steps below!
In this guide, we'll be working with Lido, a spreadsheet application that streamlines and automates tasks. You can start by creating a free account using this link.
We will use Lido's built-in PDF importer tool to convert your PDF invoice to Excel:
Log in to your Google Drive account and upload the PDF invoice. Click on "New" and then "File upload" to upload the PDF invoice. This will let Lido access your file online.
Log in to your Lido account, go to the Files page, and click on "New file" to create a new spreadsheet. This will be used to organize the data extracted from your PDF invoice.
In your Lido spreadsheet, click the plus (+) icon to create a new worksheet.
In cell A1, type "=IMPORTPDF(" without the quotation marks.
Click "Add Credential" and follow the instructions to link the Google account where you uploaded the PDF. This will allow Lido to access your file. Make sure to complete all steps to set up your account properly.
After connecting your Google account, press the comma key to move to the next part of the formula. Click "Select a file" to open your Google Drive files.
Navigate through your Google Drive and click on the PDF invoice you uploaded. This will link the selected PDF directly to the formula in your spreadsheet.
Finish the formula by typing ",Sheet1!B2)" to designate where the extracted data should be placed, starting at cell B2 in Sheet1. Press ENTER to finalize and apply the formula.
Right-click on cell A1 and select "Run action" from the context menu. This will execute the IMPORTPDF formula and start the data extraction from your PDF.
Switch to Sheet1 and review the extracted data. Ensure that all data is accurately displayed and correctly represented in the cells.
After verifying that the data extraction is correct, click the three-dot menu next to the Sheet1 tab and select "Export Worksheet to Excel." This will convert your data into an Excel file.
We hope that you now have a better understanding of how to convert a PDF invoice to Excel.