PDF Invoice to Excel (Easiest Way 2025)

Learn how to convert a PDF invoice to Excel in less than 2 minutes. It has never been easier to extract data from PDF invoices into excel or convert pdf invo...

Eamonn Cottrell5.3K views3:41

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About this video

Learn how to convert a PDF invoice to Excel in less than 2 minutes. It has never been easier to extract data from PDF invoices into excel or convert pdf invoice to excel. Lido is a powerful tool that simplifies the process of transferring data from PDF invoices into Microsoft Excel. Whether you're dealing with one invoice or multiple, Lido makes it easy to automate the extraction of key information like invoice numbers, dates, total amounts, and billing details. I walk through the step-by-step process of setting up your headers, processing invoices, and exporting the data seamlessly into Excel. We also explore the Table Extractor feature, which allows you to select specific areas of a PDF for data extraction, making it even more efficient. If you're a small business owner or anyone who frequently handles invoices, this will help you streamline your workflow. Don't forget to check out the link below for a free trial of Lido and explore more of our videos on automating spreadsheet tasks! Try Lido FREE now - https://www.lido.app/link/eamonn Join my free newsletter now: https://www.gotsheet.xyz/c/gotsheet-youtube Book 1 on 1 consulting with me - https://cal.com/eamonncottrell ============================= Find Eamonn on LinkedIn: https://www.linkedin.com/in/eamonncottrell/ on Twitter: https://twitter.com/EamonnCottrell ============================= ⌚Chapter Time Markers: 00:00:00 - PDF Invoice to Excel 00:00:39 - PDF Extractor Tool 00:00:47 - Column Headers 00:01:31 - Processing Extraction 00:01:48 - Multiple Invoices at Once 00:02:15 - Extract to Excel 00:02:30 - PDF Table Extrator 00:03:25 - Other Automations

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Views
5.3K

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Likes
36

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Duration
3:41

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Published
Jan 13, 2025

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Quality
hd

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