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Using Power Query to Read PDFs (W-9/Tax Data)
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Are you overwhelmed trying to compile W-9s and tax data from multiple companies? You’re not alone—many Excel users find the process tedious and time-consuming. But with Power Query, you can streamline this task and transform how you manage your tax tracking information. In this guide, we'll explore effective techniques to read PDFs and automate data extraction from your organized folder. Ready to simplify your end-of-year accounting? Let’s dive into a solution that will save you time and effort!
Basically the title, but I’ve been trying to find a way to compile all the data from the W9’s / tax tracking info sent to us from other companies. I’m decently proficient at excel (thanks to this sub mainly)
I currently have tried using Power Query and saving all the files into a folder but I’m struggling to get it to read the files within the folder. I get it to either just pull the file names/info or one individual file info.
If there is a different process that’s easier, I’m essentially trying to save and organize companies names and tracking info to make the end of year accounting process easier!
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