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Pdf Conversion to QBO

 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.

18 Comments
Established Member

Re: pdf conversion to qbo

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. 

 

Established Member

Re: pdf conversion to qbo

Look for PDF2QBO or "PDF to QBO" conversion app. For Quickbooks online, you may also convert to CSV instead of QBO, look for PDF2CSV or "PDF to CSV" conversion app.
Senior Member

Re: pdf conversion to qbo

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.

Member

Re: pdf conversion to qbo

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.

Community Host

Re: Pdf Conversion 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. 

 

@sergiy@hectorgarciacpa@bambamrubble, what would you say is the biggest advantage of your respective recommended conversion programs? 

Senior Member

Re: Pdf Conversion to QBO

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.

ProAdvisor

Re: Pdf Conversion to QBO

What Hector says.  He did a webinar years back and Money Thumb is the best!  So easy to do (watch his videos) and to me, it works like magic!

Member

Re: Pdf Conversion to QBO

Money Thumb is easy it just doesn't have the samme capabilities at Able2Extract

Senior Member

Re: Pdf Conversion to QBO

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"

Established Member

Re: Pdf Conversion to QBO

That's me, scrappy!

Community Host

Re: Pdf Conversion to QBO

Lol, what can’t you use Notepad for Smiley Wink

New Member.

Re: pdf conversion to qbo

i have csv file but unble to import

Established Member

Re: pdf conversion to qbo

Look for a CSV2QBO or CSV2IIF converter and convert your CSV/Excel file to a compatible format.
Community Host

Re: pdf conversion to qbo

@sergiy, any recommendations for the best/cheapest tool for @XPERTSSOLUTION?

Established Member

Re: pdf conversion to qbo

James, both tools cost the same, search for CSV2QBO or CSV2IIF
Occasional Visitor

Re: Pdf Conversion to QBO

Hi!

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

Established Member

Re: Pdf Conversion to QBO

For Quickbooks Online, please use ProperSoft PDF2CSV (please google it for the link), and select CSV target as "Quickbooks Online". Quickbooks Online Self-Employed imports CSV files only.
ProAdvisor

Re: Pdf Conversion to QBO