Quick Tips for Saving Time with Invoice Conversion

Use bulk conversion - upload all your PDFs at once. BillToSheet processes them concurrently, so 20 invoices take roughly the same time as 1. Sign in first to access bulk conversion.

Put all invoice PDFs in one folder. Use clear filenames (e.g., vendor_date.pdf) so you can easily match converted files to originals. Convert in batches by month or vendor for easier import.

Save your accounting software's import column mapping after the first import. Subsequent imports will be faster. Our consistent CSV structure means mapping once works for all invoices.

Converting promptly avoids backlog. Many users convert invoices the same day they receive them, keeping their books up to date with minimal effort.

Convert them in a batch each month. Recurring vendors often have consistent formats, so validation is quick. Download all at once and import into your accounting software in one go.