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.
But we provide a better way!
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. Import our .qbo files into all QuickBooks Online editions (other than Self Employed) and all QuickBooks Desktop versions from 2018 to 2021.
Our 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.
$129.95 – $349.95
Powerful collection of financial file converters for QuickBooks advisors and pro users to extract transactions from PDF statements and other source formats into .qbo format for QuickBooks Desktop or QuickBooks Online.
To renew or upgrade to PDF+ click here.
$99.95 – $229.95
Extract transactions from scanned or native PDF bank statements into the .QBO format for import into QuickBooks Desktop or QuickBooks Online (Simple Start, Essentials, Plus, and Advanced Editions).
To renew or upgrade to PDF+ click here. For import into QuickBooks Self Employed see SlickConnect.
From: $14.95 / month and a $49.95 sign-up fee
Created especially for QuickBooks Online users who need to convert and directly import transactions from PDF Statements or other sources into QuickBooks Online. Supports all editions of QuickBooks Online, including Self Employed.
Purchase a MoneyThumb Online conversion package starting at just $39.95 and never download any software. Our on-demand cloud app converts PDF statements for import into QuickBooks Desktop or QuickBooks Online. Just upload your scanned or electronic PDF to convert into the .qbo format.
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