2qbo Convert Pro/Pro+ Data Sheet

Easily convert from PDF statements and CSV/XLS spreadsheets to .qbo files, with 2QBO Convert Pro by MoneyThumb

It's easy to convert files from PDF Statements to QuickBooks® format; just use MoneyThumb's 2qbo Convert Pro software. One software purchase offers the power to convert PDF, Excel, and other spreadsheets to QuickBooks format.

Quickly convert PDF statements from your bank or credit card company into QBO format files for QuickBooks import. Or convert spreadsheets in Excel or CSV format for QuickBooks import. Perfect for small business financial management, QuickBooks Pros, professional accounting, personal finance applications, and tax filing preparation.

2qbo Convert Pro is designed to convert PDF Statements that are downloaded statements from a bank or credit card company.  2qbo 2qbo Convert Pro+ also includes  MoneyThumb's PDF+ text recognition module and adds the ability to convert scanned paper statements, as well as downloaded statements which are images or encrypted. PDF+ is the only character recognition (OCR) software which is specialized for bank statements.

2qbo Convert Pro Key Features:

  • Instant, One Step Conversion: Runs conversions easily, with the single click of a button.
  • Automatically reconciles the transactions found against the statement balances/totals to verify accuracy.
  • Easy to Use: Straightforward, user friendly, and simple to use – even for beginners.
  • Advanced Security: Runs on your desktop only, without requiring any direct access to your accounts.
  • Comprehensive: Process financial statements from your banks or credit card accounts.
  • Extensive: Process both current and historical statements with ease.
  • Worldwide Functionality: Delivers both U.S. and European date formats, and allows your choice of currency.
  • Exclusive: MoneyThumb makes the only line of .PDF file converters specialized for personal finance transactions.
  • Flexible: Import transactions into both QuickBooks Desktop and QuickBooks Online.
  • Multifunctional: Converts from
    • Adobe Acrobat (PDF) to QuickBooks (.qbo)
    • Adobe Acrobat (PDF) to Excel (.csv)
    • QIF file format to QuickBooks (.qbo)
    • QIF file format to Excel (.csv))
    • Excel (CSV) to QuickBooks (.qbo)
    • Excel (XLS) to QuickBooks (.qbo)
    • .qbo format to Excel (.csv))
  • Free Trial: 2QBO Convert Pro is free to download and try.

With 2qbo Convert Pro, You Can:

  • Extract transactions from PDF statements, optionally cleansing the data in Excel or other spreadsheet.
  • Extract transactions from spreadsheets
  • Extract transactions from other QBO files
  • Import transactions directly into QuickBooks® or QuickBooks for Mac®
  • Download transactions from banks or credit card companies  that do not support .qbo format (or QuickBooks WebConnect or QuickBooks DirectConnect)
  • Import transactions from PDF statements into QuickBooks, no matter how many years back they go
  • Select multiple files and convert them all in a single step
  • Automatically remove unwanted repetitive text from transaction payee names
  • Save profiles for each bank account or client

2qbo Convert Pro Versions:

  • 2qboConvertPro+.EXE – Full install for Microsoft Windows® platforms with PDF+ OCR (Optical Character Recognition) AddOn.
  • 2qboConvertPro.EXE – Full install for Microsoft Windows® platforms.
  • 2qboConvertPro.DMG – Full install for Mac OS X®.

2qbo Convert Pro System Requirements:

  • Operating System
    • Windows XP, Vista, Windows 7, Windows 8, Windows 10
    • Mac OS X version 10.7 or later
  • Java must be installed on your computer. It will be installed automatically by the Windows or OS X installer.
  • The PDF+ AddOn is required to read scanned PDF files, otherwise files must be downloaded statements from your bank or credit card company

2qbo Convert Pro Compatibility:

MoneyThumb’s 2QBO Convert Pro converts various files to QBO files that are compatible with the following Intuit supported versions of QuickBooks:

  • QuickBooks Online Simple Start
  • QuickBooks Online Essentials
  • QuickBooks Online Plus
  • QuickBooks Pro 2019
  • QuickBooks Premier 2019
  • QuickBooks Enterprise 2019
  • QuickBooks Accountant 2019
  • QuickBooks Pro 2018
  • QuickBooks Premier 2018
  • QuickBooks Accountant 2018
  • QuickBooks Enterprise 2018
  • QuickBooks Pro 2017
  • QuickBooks Premier 2017
  • QuickBooks Enterprise 2017
  • QuickBooks Accountant 2017

Not a QuickBooks power user? We have individual versions of our into QuickBooks financial file converters for those who only need a single type:

FAQs

Will 2qbo Convert Pro work with my bank?

This converter is designed to read ANY bank's statements. It reads all major U.S. and Canadian banks, and is qualified against hundreds of different bank statement formats.

Can I try 2qbo Convert Pro before I buy it?

If you’re not ready to purchase just yet, you’re welcome to take our pro to .qbo converter software for a test drive! 2Qqbo Convert Pro is free to download and try. The trial software is fully functional, and will read the entire input file and create a log of all transactions and items which were processed. The only difference is that the trial version will only write the first 10 transactions or items to the output file. With that, you can verify that your file is read correctly, and test the first 10 converted transactions or data elements in your application. Use the trial product selector below to get the download link for Mac, Windows, or Java trial versions.

Is there any size limit on the files converted using 2qbo Convert Pro?

No, there is no limit. The converters are routinely tested with PDF statements that are over 100 pages in length and data files that are 100MB in size, and have upwards of thousands of transactions. Those conversions typically take less than 30 seconds to process. Converting scanned documents will take substantially longer.

Is 2qbo Convert Pro secure to use?

Yes. Once installed MoneyThumb’s software is entirely local to your computer and does not send anything anywhere, or make anything visible to other programs.

Why is PDF+ better than standard character recognition, such as Adobe Recognize?

PDF+ utilizes the structure of bank statements to optimize the OCR. For example if there is a column or dates or numbers, and a text string in that column is not a date or number, PDF+ will 'force' the recognition of that text as the appropriate type.  This helps resolve ambiguous characters and greatly improves accuracy.

PDF (Portable Document Format) is a file format created by Adobe as a way to present documents that isn't specific to one type of hardware, software, or operating system. This format is commonly used by financial institutions for the download of historical statements that are six plus months old. QuickBooks cannot natively import PDFs, so a file converter is needed to change PDF into QBO files for QuickBooks use.
CSV (Comma Separated Values/Character Separated Values) is a plain text file format designed to work with spreadsheet documents. It is supported by almost all spreadsheets and database management systems, including Microsoft Excel. Most financial institutions offer downloadable statements in .csv format because it is compatible with so many different programs and applications.
XLS files are spreadsheets created by Microsoft for use with Microsoft Excel. XLS stands for eXceL Spreadsheet. This file extension is the spreadsheet file format for Microsoft Excel, which uses a proprietary format for storing Microsoft Excel documents. XLS files can also be used with Microsoft Excel Viewer and OpenOffice.
Different versions of QuickBooks are compatible with QBO (QuickBooks Online) files. MoneyThumb's 2qbo Convert Pro software is a fast and easy way to convert files to QBOs. See the full line of 2QFX converters for software to convert PDF to QBO, convert CSV to QBO, or convert OFX to QBO. Quicken users can use MoneyThumb software to convert QFX to QBO and convert QIF to QBO.

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