I just bought quick book for my business and I have 12 months bank statements in pdf format that I would like to convert to qbo. is there a software out there that can do that cheaply.
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You can open pdf files using Word. You could then copy all text and paste into a notepad file, import that data into an excel or csv file, and then import into QB. Might be a royal pain but it could certainly work.
I created a video on this subject... should clarify the whole process. NOTE: you need a 3rd party app to convert from PDF into CSV or QBO... QuickBooks does not have the capaciy to recognize a PDF statements.
I use Able2extract. It works great with bank statements but also has many more capablities. For importing into QBO use A2E to convert to excel and then upload to QBO.
Hey @ob, looks like you have several good options. Which one did you pick?
@srmcmahon, I love the scrappy Notepad approach, I still copy most of my HTML and CSS (yes, I still write in those! I've just aged myself) in Notepad.
I have used both "PDF2QBO" programs by MoneyThumb and by Propersoft.... I would say Propersoft at $49 vs $59 for MoneyThumbs is a better deal.
But I think thank MoneyThumb has a couple of extra features... Eitherway, they are both great. Propersoft's was the first one I used, and I use to promote it a lot through my blog (not to mention a few affiliate payments I got); but I moved to MoneyThumb because of the PDF technology they have, which is the strongest in the market at the moment SPECIFICALLY for bank statements.
Other programs like Able2Extract and PDF2XL are actually much more POWERFUL conversion software, but are not designed for bank statements exclusivelly, so there is too much "clean-up" when using these tools for bank statement conversion.
Lastly there is Personable's ScanWriter, which is enterprise-level bank statement to csv/quickbooks conversion... the strongest contender, but the cost is a bit prohibitive for small firms and small businesses..
You can e-mail me anytime about this.. I may be one of the handful of CPA/ProAdvisors that actually has used ALL these technologies in practice in the last decade.
Able2Extract is probably the most powerful PDF to WORD (maybe Excel) extractor out there... but is not functional for Importing into QuickBooks. I really Like PDF2XL as well. The challenge is then reformatting the word/excel file for it to be "QuickBooks friendly"
I am using "quickbooks self-employed" (which is online, but not to be confused with "quickbooks online"). They are asking me for CSV files, and so I need to convert from PDF (from bank of america) to CSV.
Does the program that you mentioned to that, or do you know of another solution?
thanks so much