If you are an accounting professional then you will agree with what Accounting Today lists as the main challenge facing accountants, which is keeping up with the ever-evolving landscape of technology. However, even though technology can change rapidly, we intelligent creatures love to find something that works and stick with it. This could not apply more aptly to Quickbooks software when it comes to handling the finances of your accounting clients.
The clients of most professional accountants are small business owners. PC Magazine named QuickBooks the best accounting software for small businesses, so preferring QuickBooks means you are definitely on the right track as a professional accountant handling the needs of your small business clients. However, there is one more step that the Rules of Thumb blog from MoneyThumb highly suggests you take if you really want an optimal experience with QuickBooks. That step is using PDF2QBO, our best-selling financial file converter designed specifically for accountants and QuickBooks.
The following video courtesy of the MoneyThumb team explains in detail how PDF2QBO can help save you tons of headaches and time in your accounting practice when it comes to using QuickBooks and the need to convert financial documents.
We hope that watching the above video cleared up any questions you had about PDF2QBO and how it can help your accounting practice when it comes to QuickBooks and converting files for that platform.
To complement the above MoneyThumb video, below are several advantages to using PDF2QBO and other MoneyThumb PDF financial file converters:
- Getting historical transaction data from your bank into QuickBooks can be a big problem. Most banks only supply it in PDF, which QuickBooks doesn’t import. Or they offer printed statements by mail, which is worse. Both outcomes require that you enter transactions into QuickBooks by hand, line by line, eating up countless hours of time. PDF2QBO solves these issues.
- Financial data can be spread across all kinds of cloud-based apps. Migrating this data hasn’t been easy for QuickBooks users. Fortunately, MoneyThumb converters bring transactional data into QuickBooks from OFX, CSV, QFX, or QIF - ensuring that it can travel from wherever it is, to where you want it to be - in QuickBooks.
- MoneyThumb's PDF+ products include optical character recognition (OCR) for scanned statements. Self-corrective heuristics improve recognition of date/transaction amounts and then attempt to reconcile the statement. If it doesn’t reconcile, PinPoint OCR highlights which remaining transactions could contain problem characters, for easy clean-up. Just like that, your statement is imported, and reconciled, ensuring pinpoint perfect conversion.
To purchase any of the MoneyThumb QuickBooks conversion tools, including PDF2QBO, or to download a free trial, follow this link. We also offer a pay-as-you-go option, allowing you to use our financial file converter at your convenience without purchasing the license. Learn more about that option here.
The Rules of Thumb blog and the MoneyThumb team would love it if you could share this post on your social media page so that your accounting peers can watch our video about PDF2QBO, how it complements QuickBooks, and learn more about our best-selling PDF financial file converters.