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How to Convert PDF to Excel? [For Accountants]

June 18, 2024
2.4K Views

Accountants are like the backbone of a company, carrying the weight of its financial health. They handle everything from analyzing finances to managing budgets and solving money-related issues. They're the glue that keeps everything together and ensures the company runs smoothly. Financial management is crucial for everyone, no matter their job, which is why I have a lot of respect for accountants.

When it comes to reporting, accountants often present data in PDF format for security. But most of the work happens in Excel. Moving data from PDF to Excel can be tricky. I'll show you an easy way to convert PDF to Excel, which is super useful for accountants to keep their work flowing smoothly.

How to Convert PDF to Excel? [For Accountants]


How Converting PDF to Excel Helps You in Accounting

Accounting is a complex yet essential job, as it involves managing intricate equations that impact the entire company's financial health. Accountants are entrusted with bringing together the financial data of the company, which serves as the foundation for decision-making and strategic planning.Some of the scenarios where accountants find themselves converting data from PDF to Excel are as:

  • Extracting data for reports: Accountants often need to extract data from PDF documents to create detailed financial reports or analyze trends.

  • Creating digital receipts: Converting PDF receipts into Excel format allows for easier organization and manipulation of expense data.

  • Sharing for co-editing: Accountants may need to share financial data with colleagues for collaborative analysis or editing purposes.

With that being said, let’s discuss the major aspect of how accountants can benefit from converting from PDF to Excel.

  • Editability: PDF format is not conducive to editing data efficiently, especially when using specific data processing tools like formulas or printing.

  • Database capabilities: Excel format offers the advantage of setting up a small database, enabling effective arrangement, filtering, and searching of required data.

  • Collaborative sharing: Sharing Excel files with colleagues allows for collaborative work, enabling the combination of data from various sources for joint analysis.

Although the conversion from PDF to Excel makes the accountant’s job a lot easier, there remain certain obstacles that limit them from utilizing the benefits in its entirety.

  • Loss of formatting: Converting from PDF to Excel may result in the loss of formatting, making it challenging to maintain the visual integrity of the data.

  • Limited by tools: Some free tools for PDF to Excel conversion may have limitations or restrictions, hindering the efficiency of the process.

How to Convert PDF to Excel for Accountants

Converting PDFs to Excel spreadsheets can significantly improve the workflow for accountants by enabling easier data manipulation, analysis, and reporting.  the tools available for converting PDFs to Excel spreadsheets often come with significant drawbacks. They can be expensive or fail to maintain formatting, leading to additional work and frustration.

Luckily, WPS Spreadsheet offers a solution, as it not only provides a cost-effective solution but also ensures that formatting issues do not arise when converting PDFs to Excel. Moreover, it provides accountants with the option to customize their conversions even further. So, let's learn how to convert PDF to Excel using WPS Spreadsheet.

To make the tutorial more enriching, I'll use a sample PDF that contains not only data and tables but also text content. So, let's see how to export PDF to Excel for free.

Step 1: So let's open the PDF document that we want to convert on WPS Office.

Step 2: Now, on the WPS PDF interface, click on the "Menu" button located at the top left corner.

Step 3: From the dropdown, click on "Export PDF" and then select "Spreadsheets" from the flyout menu.

Export PDF to Excel Spreadsheet


This will open the WPS PDF converter window, where you can make any desired changes before converting the PDF to Excel.

Step 4: To change the page range, simply visit the Page Range field and input your custom page range.

Custom Page Range to Convert


Step 5: Next, accountants can also customize the conversion mode by changing the priorities to either "Layout" or "Text" in the Conversion Mode field.

Change Conversion Mode


Step 6: If you want to save your Excel spreadsheet in a different location, change the path in the "Output Path" field.

Change Output Path


Step 7: Once all the settings have been reviewed, simply click on the "Convert" button to convert your PDF to an Excel spreadsheet.

Convert PDF to Excel using WPS PDF Converter


The WPS PDF converter provides a range of excellent options that are easy to navigate, making the entire conversion process not only straightforward but also customizable for individual needs. For me, using WPS PDF to convert my PDF to Excel isn't just a solution; it's a cost-effective, time-saving, and user-friendly solution for converting PDFs to Excel for free.

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Practical Office & PDF Tips For Accountants!

1.Smart Form:

The Smart Form feature is a game-changer for accountants, simplifying data collection and processing. With Smart Forms, accountants can create customized electronic forms equipped with preset data formats, validation rules, and automatic calculation formulas. This enables them to efficiently gather information from clients or employees, such as expense reimbursements or financial report data.

Smart Forms automatically validate and calculate data, significantly reducing the risk of human errors while enhancing the accuracy and reliability of the collected information. This feature not only saves time but also ensures that the data is processed correctly the first time.

WPS Smart Form


2.Split & Merge:

Managing large volumes of accounting documents can be overwhelming, but with the Split & Merge functionality, accountants can stay organized effortlessly. This feature allows them to split large PDF files into separate documents or merge multiple smaller files into one cohesive document.

Whether dealing with extensive financial reports, invoices, or bank statements, accountants can utilize Split & Merge to categorize documents based on criteria such as date, account, or other standards. This makes it easier to manage and retrieve relevant documents, improving overall document organization and efficiency.

WPS PDF Split and Merge tool


3.Picture to PDF:

The Picture to PDF feature is a handy tool that simplifies various accounting tasks by enabling seamless conversion of images into PDF documents. Accountants can easily convert receipts, invoices, and visual data into PDF format, streamlining document management, expense reporting, audit preparation, and collaborative sharing.

By integrating visual data directly into PDF documents, this functionality enhances efficiency and productivity in accounting workflows. Accountants can quickly access and share important documents without the need for manual data entry or cumbersome file conversions.

WPS Picture to PDF Tool


FAQs about Converting PDF to Excel

1. How to convert PDF to Excel offline?

Here is a guide on how to convert a PDF to Excel using WPS Office:

Step 1: Right-click the PDF file you wish to convert and select "Open with WPS Office".

Step 2: Click on the "Menu" option, located in the top left corner of the screen.

Step 3: From the menu, select "Export PDF" and then choose "Spreadsheets" from the options provided.

Step 4: The WPS PDF Converter window will open. You can adjust settings here, such as Page Range, Output Path, and Conversion Mode.

Step 5: Click on "Convert" once you have adjusted the settings. The conversion of the PDF file to Excel will initiate.

2. What is the safest free PDF Converter?

WPS Office is a top choice for a free and secure PDF converter. It excels in preserving original formatting, including images, tables, colors, fonts, and layout, even when converting batches of documents. Available on Windows, Android, and online, it offers flexibility and convenience. It also allows splitting and merging PDF sections, maintaining original formatting. With an intuitive interface and robust security, WPS Office ensures a reliable and user-friendly experience for all your PDF conversion needs.

3. How to convert PDF to Excel all pages in one sheet?

Step 1: Move all the PDF files into one folder to bring them all into Excel at the same time.

Step 2: Open a new or existing Excel worksheet where you want the combined table to generate.

Step 3: Click on the "Data" tab, then "Get Data." Hover over "From File" and choose "From Folder". Select the folder with your PDFs and click "Open".

Step 4: In Power Query, preview the metadata for each PDF in the folder. Click "Transform Data" to view the metadata in the Power Query Editor window.

Step 5: Click the “Expand Binaries” button (double-down arrows in the “Content” column) to extract the PDF data. Preview the table and page from the sample file, then click “OK” to combine all the PDF data.

Step 6: Power Query applies the routine from the sample file to all PDFs, combining the data in the spreadsheet. Ensure the columns match your PDF.

Step 7: In the “Home” tab, click “Close & Load” to send the combined data to your Excel worksheet.

Effortless PDF to Excel Conversion

Whether you're a student tackling assignments or a business professional managing tasks, mastering the art of converting PDFs to Excel is incredibly valuable. This bidirectional capability not only allows you to import data from PDFs to Excel but also enables seamless export, saving you valuable time otherwise spent on manual data entry. WPS Office eases the solution of converting PDF to Excel, making it an indispensable tool for both students and business professionals. By simplifying this process, WPS Office helps you save time, enhance your data management capabilities, and ultimately improve your productivity. Download WPS Office today and take advantage of its powerful features to streamline your tasks and achieve your goals more efficiently.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.