Import PDF Invoices to QuickBooks

Automate your QuickBooks data entry and ensure perfect GST/HST accuracy

Start Automating Imports →

✨ 5 free extractions • No credit card required

📌 At a Glance

  • Method: Export CSV from PDF Invoice Reader, import to QuickBooks
  • Time Saved: 90% reduction in manual data entry
  • Tax Accuracy: Automatic GST/HST/PST extraction for Canadian compliance
  • Compatibility: Works with QuickBooks Online and Desktop (Canada)

What You'll Learn

1

The QuickBooks Challenge

Why Canadian businesses struggle with PDF imports

2

Processing Invoices

Step-by-step import process

3

Advanced Automation

Bulk processing and automation rules

The QuickBooks PDF Import Challenge

⚠️ The Manual Entry Problem

QuickBooks Canada has no native PDF import feature, forcing businesses into tedious manual data entry that costs time, money, and accuracy.

Every Canadian business faces the same frustration: QuickBooks is excellent accounting software, but it can't read PDF invoices. This limitation forces you into a time-consuming cycle:

  • Opening each PDF invoice manually
  • Typing vendor names, dates, and amounts
  • Calculating GST/HST/PST separately
  • Entering line items individually
  • Double-checking for errors
  • Filing PDFs separately
6.25
Minutes per invoice (manual)
20+
Hours monthly for 200 invoices
3%
Average error rate

Canadian Tax Complexity

The challenge intensifies with Canada's multi-layered tax system:

Tax Type Rate Provinces Complexity
GST 5% All provinces Federal, straightforward
HST 13-15% ON, NS, NB, NL, PE Combined federal/provincial
PST 6-9.975% BC, SK, MB, QC Varies by province

The Automated Solution

📄

Upload PDF

Drag & drop invoices

🤖

AI Extraction

Instant data capture

Review

Quick verification

📊

QuickBooks

Automatic import

✅ With PDF Invoice Reader

Process invoices in minutes with Canadian GST/HST/PST accuracy. Export CSVs for QuickBooks import.

Step-by-Step Setup Guide

Step 1

Create Your Account (5 minutes)

  1. Visit pdfinvoicereader.ca/signup
  2. Enter your email to create an account
  3. Verify your email to activate
  4. Start with 5 free extractions
💡 Tip: Use your business email for easier team collaboration later.
Step 2

Export CSV and Import to QuickBooks

QuickBooks Online Canada

  1. Process invoices in PDF Invoice Reader
  2. Click Export → CSV (Excel‑compatible)
  3. In QuickBooks, go to Settings → Import Data
  4. Select Bills/Expenses and choose your CSV file
  5. Map your columns (Date, Vendor, Invoice #, Subtotal, GST, HST, PST, Total)
  6. Review and import

QuickBooks Desktop

  1. Export CSV from PDF Invoice Reader
  2. Use QuickBooks Desktop import tools to bring in the CSV
  3. Map columns to your chart of accounts and tax codes
Step 3

Process First Invoice (5 minutes)

📎

Drag your first PDF invoice here

What happens next:

  • AI extracts all data instantly
  • Vendor information captured
  • Line items appear automatically
  • GST/HST/PST calculated
  • Review and export to CSV

Advanced Automation Features

📧 Quick Upload

Simply drag and drop your PDF invoices for instant processing

No complex setup required

📚 Bulk Processing

Upload up to 10MB of files at a time for efficient processing

⚡ Fast processing ✓ High accuracy

Calculate Your Time Savings

Time Savings Analysis

Task Manual Process With PDF Invoice Reader Time Saved
Opening PDF & locating data 45 seconds 0 seconds 45 seconds
Typing invoice number 15 seconds 0 seconds 15 seconds
Entering vendor name & address 30 seconds 0 seconds 30 seconds
Entering date & payment terms 20 seconds 0 seconds 20 seconds
Entering subtotal amount 15 seconds 0 seconds 15 seconds
Calculating & entering GST/HST/PST 60 seconds 0 seconds 60 seconds
Entering total & verifying 25 seconds 0 seconds 25 seconds
Review extracted data & export 0 seconds 5 seconds -5 seconds
Total per invoice 3.5 minutes 5 seconds 3.4 minutes

For 200 invoices monthly:

11.3 Hours saved monthly
$397 Labour cost savings
1,885% Annual ROI

Security & Compliance

🔒

Secure Encryption

256-bit encryption for all data in transit

🇨🇦

Canadian Data Residency

All data stored in Canadian data center (Montreal)

🛡️

SOC 2 Compliant Environment

Data stored in SOC 2 compliant infrastructure with audited security controls

Frequently Asked Questions

Can it handle French invoices for Quebec?

Yes! Our AI is fully trained on both English and French Canadian invoices, properly handles QST calculations, and maintains French descriptions.

How does duplicate detection work?

Our system automatically identifies duplicate invoices by comparing invoice numbers and vendor names. When exporting, you can choose to mark duplicates, keep only the first or latest copy, or permanently delete duplicates from your database. You have full control - review each duplicate group and select which copies to keep before deletion.

Can I import to multiple QuickBooks companies?

Currently, PDF Invoice Reader supports one QuickBooks company per account. You can export CSVs and manually import to different companies as needed.

Are there invoice limits?

Plans include: Free (5/month), Basic (150/month), Pro (350/month), Unlimited (no limit). Individual files cannot exceed 10MB - compress larger PDFs if necessary for processing.

Is there a setup fee?

No hidden fees! Your monthly subscription includes everything - no setup fees or per-transaction costs.

Ready to Transform Your QuickBooks Workflow?

Save hours each month on invoice processing

✓ 5 free extractions
✓ No credit card required
✓ QuickBooks‑compatible CSVs
✓ Canadian support team
Get Started Free →

30-day money-back guarantee • Cancel anytime

Last updated: January 2025