Catch-Up Bookkeeping: Convert a Year of Bank Statements Fast

Catch-up work means a stack of statements: 12, 18, sometimes 24 months across several accounts, often outside the bank-feed window so you can’t just pull them into QuickBooks. Here is a fast, reliable way to turn that pile of PDFs into clean, import-ready data.

Why bank feeds don’t help here

Bank feeds usually only reach back about 90 days. For a year of history, you’re working from PDF statements — which means either retyping hundreds of lines or converting them.

The workflow

1. Gather every monthly statement PDF, per account.
2. Convert each one at the converter.
3. Before downloading, check the Balances verified badge — it confirms that month reconciles end to end.
4. Download CSV (or a QuickBooks .QBO file) and import it.
5. Repeat per month and per account, then categorize.

Because each month is balance-checked as you go, a bad extraction surfaces immediately — not weeks later during reconciliation.

Tips for speed and accuracy

• Go account by account, oldest first, so opening and closing balances chain cleanly month to month.
• Multi-account statements are split automatically, so you don’t separate them by hand.
• Credit-card statements are handled with the correct sign convention.

Pricing that fits project work

Catch-up is project-based, so paying a monthly subscription for a one-off job is wasteful. Buy a pack of pages that never expires and draw it down across the whole engagement — see pricing.

FAQ

How many statements can I convert? As many as you need; pages never expire.

What about scanned statements? Supported, including image-based PDFs.

Is it accurate enough for clean-up? Every month is reconciled against its printed balances, with mismatches flagged for review.

Start your catch-up conversion →