![]() ![]() Click OK in the lower right-hand corner when you’re finished. I’d suggest going through these and seeing if there’s anything you might want to change. I don’t need to change anything else in the settings. You can click the Lookup button next to the field to find your bank or credit card company. QuickBooks FID is the bank’s federal ID number. In the settings, select the type of account you’re converting, credit card or Checking/Savings. Click on the big green settings button towards the top of the window. But it’s well worth it if you need to regularly convert PDF statements.Īfter purchasing, installing, and opening the pdf2qbo. On the next page, scroll down until you get to their list of software. The converter works whether you’re using QuickBooks Online or Desktop. Right on the Money Thumb homepage it says “I want to convert into…” When your mouse moves over the text a list of software appears. You can then upload the qbo files into QuickBooks. If you have an account that doesn’t automatically download into QuickBooks you can convert your PDF statements into qbo files. Allowing you to click a button and download your transactions directly into QuickBooks. Most of the time your bank or credit card company will be able to link to your QuickBooks account. Keep reading for full instructions with screenshots. Click the drop-down icon next to Link account.Upload your converted file into QuickBooks.Double-check the balance information matches your bank statement.Select the type of account you’re converting.In pdf2qbo Convert click the green Settings button.Install the software onto your computer.Select which banking software file you want to convert to.You can use this coupon code: POWER10, for 10% off the software.In this tutorial, I’ll show you how to use the pdf2qbo software from Money Thumb (affiliate link) to convert PDF bank statements into data files you can upload into QuickBooks. Ralph, the CEO of MoneyThumb is a good friend of mine and is not unknown that I have endorsed this product in the past I personally help Ralph test the software and add improvements to it whenever possible, so although I am not affiliated with MoneyThumb in any way, shape or form… I consider myself a contributor to the software features, as I suggest the things I personally want on an all-in-one file converter. ![]() However, because I am an Accountant and get different file types from different clients, I get the software package that contains ALL the convertors, its called:Īt $299, is not an inexpensive tool, however, any accountant that wants to save hours of data entry time will really get their return on investment with the first project, I promise. Why? it has proven to be 10x faster than manual data entry, plus it gets faster exponentially as the BANK RULES are being built.Īll these tools i discussed: CSV2QBO, QIF2QBO, PDF2CSV, and PDF2QBO can be individually purchased at the MoneyThumb website. Long story short, I prefer to use Bank Feeds (QuickBooks Desktop) or Downloaded Transactions (QuickBooks Online) to do the data entry: If I get paper statements, I can use ScanWriter or PDF2QBO+ from MoneyThumb to scan them and convert them to.If I get a PDF file (Bank Statement) that are the original digital PDF’s from the bank, I can use PDF2QBO con convert it. ![]()
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