Baldor Invoice to Excel for Baldor Specialty Foods Invoices and QuickBooks

Upload the PDFs you download from baldorfood.com, the signed copies the driver emails from the tablet, or a photo of the receipt style printout, and every line comes back as a spreadsheet row: item, description, pack, unit, quantity, weight, unit price and extension. Produce, cheese, dairy and pantry lines from one delivery split cleanly by category.

Reads baldorfood.com PDFs, emailed signed invoices, receipt style printouts, credit memos and phone photos.

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The short answer

To convert a Baldor invoice to Excel, download the PDF from baldorfood.com (your user name, then Invoices & Orders) or forward the signed copy the driver emails at delivery, upload it to InvoiceExtraction and export XLSX or CSV. Each line becomes one row with item, description, pack, unit, quantity, weight, unit price and extended price, and credit memos printed at the end of the invoice come out as separate negative rows. Plans start at $49 a month, or $24 a month billed yearly, with no per-location fee.

What every Baldor invoice line becomes

Item code as text

Baldor item codes stay in a text column exactly as printed, so the same case of baby arugula or the same wheel of cheese matches across every delivery.

Category per line

One Baldor truck can carry produce, dairy, cheese, meat, bakery and dry pantry goods. Each row carries a category so food cost splits the way your P&L does.

Pack and size split out

Packs such as 4/1 LB, 24 CT or 1 QT sit in their own column, so cost per pound or per piece is one formula instead of a guess.

Weight billed items

Cheese, proteins and some produce billed by weight keep billed pounds and price per pound next to the extension, so every line ties to the charge.

Credit memos apart

Baldor prints the credit memo at the end of the invoice. Those lines come out as their own negative rows, so a return never hides inside the delivery total.

Excel, CSV or QuickBooks

One combined file for the week, or bills sent to QuickBooks on the Plus plan with the invoice image attached.

Baldor invoice to spreadsheet in four steps

  1. 1

    Get the invoice

    Download the PDF from baldorfood.com under Invoices & Orders, forward the signed copy emailed from the driver's tablet, or photograph the printout.

  2. 2

    Upload the week

    Baldor and your broadline and beverage suppliers can go in one batch. Each document is read on its own, with no templates.

  3. 3

    Review flagged lines

    Lines are summed against the invoice total. Anything that does not tie, such as a faded photo or a handwritten weight, is highlighted.

  4. 4

    Export

    Download XLSX or CSV with one row per item, or send bills to QuickBooks with vendor, dates and line amounts filled in.

Chef unpacking a specialty food delivery of cheese, produce and pantry goods in a restaurant kitchen

Specialty produce is where food cost leaks first

Kitchens buy from Baldor for the things a broadline truck does not carry well: microgreens, wild mushrooms, heirloom produce, imported cheese, specialty dairy and pantry items. Those are also the most expensive lines on the plate and the ones whose prices move most from week to week. When the invoices sit in an inbox as PDFs, nobody notices that a case of chanterelles went up a third until the month closes.

Converting each Baldor delivery the day it lands builds a price history by item code. Sort by item and date, and you see the week a price jumped, the substitution you did not ask for and the credit that should have reduced the bill.

Convert a Baldor invoice

How do I convert a Baldor invoice to Excel?

Upload the Baldor invoice PDF, the emailed signed copy or a photo of the printout, then export XLSX or CSV. The header (invoice number, date, account and ship-to) is read once and repeated on every row, and each line is split into item code, description, pack, unit, quantity, weight, unit price and extended price. Lines are checked against the invoice total before the file is built, so the sheet you download ties out.

A generic PDF to Excel tool copies the page layout, which on a mixed specialty invoice usually means pack and description in one cell and weights shifted into the price column. Here every item is a row and every number sits in a number cell, ready for a lookup against your recipe costs.

Where do I find my Baldor invoices?

Baldor gives food service customers three ways to get an invoice. When you sign for a delivery on the driver's tablet, you can have a signed digital copy emailed to any addresses you choose. You can ask for a smaller receipt style printout on the spot. And you can download a printable PDF any time on baldorfood.com: click your user name at the top right of any page and choose Invoices & Orders. For automatic daily invoice emails, Baldor points customers to their salesperson.

For conversion, the website PDF and the emailed signed copy read best. A tip that saves bookkeepers time: send the tablet copies to one shared inbox, such as an ap@ address, so the whole week can be uploaded in one batch.

Sample rows from a Baldor invoice export

A single Baldor delivery often mixes produce, cheese, dairy and pantry lines. These sample rows show how they come out, with the category column that lets you total each one separately.

Line on the invoice Pack Unit Qty Weight Unit price Category
Baby arugula 4/1 LB CS 2 n/a $38.75 Produce
Chanterelle mushrooms 5 LB LB 1 5.0 $21.50 Produce, by weight
Parmigiano Reggiano wedge Random wt LB 1 11.6 $17.90 Cheese, by weight
Heavy cream 12/1 QT CS 1 n/a $54.20 Dairy
Credit, damaged microgreens 1 CS CS -1 n/a $32.00 Credit

Baldor and your broadline supplier in one food cost sheet

Most kitchens that buy specialty items from Baldor take proteins, frozen and dry goods from a broadline house on other days. The Sysco invoice to Excel converter and the US Foods invoice converter export into the same columns, so a week of Baldor and broadline deliveries becomes one sheet you can total by category, supplier or item.

If you also buy from Chefs' Warehouse or FreshPoint, the Chefs' Warehouse invoice converter and the FreshPoint produce invoice converter read those too, and the restaurant invoice scanner covers every other supplier at the back door.

Who uses a Baldor invoice converter

Chef driven restaurants in New York, Boston, Philadelphia and the Washington area where specialty produce and cheese are a large share of food cost. Hotel kitchens, caterers and event companies that take several Baldor deliveries a week. And bookkeepers who keep the books for a handful of restaurants and need each Baldor invoice split by line and category rather than posted as one lump sum.

  • Price history by item code, so a spike shows up on the next order.
  • Food cost split into produce, cheese, dairy, meat and pantry.
  • Credits for damaged or short product checked against the statement.
  • Cost by location for groups that receive at several kitchens.
  • A month of invoices that ties to the Baldor statement before you pay it.

Can I import Baldor invoices into QuickBooks?

Yes. Export a CSV in the shape QuickBooks expects, or use the QuickBooks export on the Plus plan, which creates bills with vendor, invoice number, invoice date, due date and line amounts, with the invoice image attached. Most bookkeepers post Baldor invoices as bills on terms, split across produce, dairy and specialty food cost accounts, and apply the credits Baldor posts to the account against the next payment. The QuickBooks AP automation page covers the bill workflow.

How much does a Baldor invoice converter cost?

You pay for pages processed, not per invoice, supplier or location. Starter is $49 a month ($24 a month billed yearly) for up to 500 pages on the most accurate model or 2,500 on the faster one, enough for a busy kitchen's Baldor and broadline invoices. Plus is $149 a month ($74 billed yearly) and adds bulk upload of 50 files at a time, custom extraction templates, category normalization, QuickBooks export and three seats. Back office suites that scan invoices typically charge $250 to $470 per location per month. Full details are on the pricing page, and any other invoice goes through the general invoice to Excel converter.

Frequently asked questions

Download the PDF from baldorfood.com under Invoices & Orders, or use the signed copy emailed from the driver's tablet, upload it here and export XLSX or CSV. Each line becomes a row with item code, description, pack, unit, quantity, weight, unit price and extended price, and the invoice number and date repeat on every row.

On baldorfood.com, click your user name at the top right of any page and select Invoices & Orders to download a printable PDF. You can also have a signed digital copy emailed to you when you sign for the delivery on the driver's tablet.

Yes. Baldor applies credits to your account and prints the credit memo at the end of the invoice when you print. Those credit lines are extracted as separate negative rows, so returns and damaged product never inflate your food cost.

Yes. Invoices from both are read without templates and land in the same columns, so a week of Baldor, Sysco, US Foods or other deliveries can go in one batch and come out as one combined file.

Plans start at $49 a month, or $24 a month billed yearly, for up to 500 pages on the most accurate model. Pricing is by pages processed across all suppliers and locations, with no per-location or per-vendor fee.

No. Your invoices are processed only to create your export and are never shared with other customers or with the suppliers whose documents you upload.

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Run your own invoices through it

Upload a few of your least tidy supplier invoices and compare the extracted fields against the documents. That tells you more than any feature list.