2qbo Convert Pro+ Express


Want to try before you buy?

2qbo Convert Pro+ Express Trial Versions
multiple file types to qbo
Windows | Mac | Java

Need multiple licenses?

We provide discounted multi-seat licenses for your accountancy or bookkeeping practice.
Learn more »

Additional Options

For longer term conversion needs, please consider 2qbo Convert Pro+, or 2qbo Convert Pro which is also available for Mac OS X. Compare PDF Convert editions.

2qbo Convert Pro+ Express


Pro Level Conversions with PDF+: 50 Day License

A powerhouse package of MoneyThumb financial file converters – created especially for the needs of professional QuickBooks advisors who need to convert import transactions from PDF Statements or other sources into QuickBooks.

  • Transform bank statement and financial files into the QBO format from PDF, CSV, Excel, QIF, and even QBO files from banks!
  • MoneyThumb products feature the only .pdf file converter with OCR technology specialized for recognizing bank statements.
  • Convert data in and out of Excel or other spreadsheet programs for editing.
  • Convert multiple files in a single step.
  • Edit transactions during conversion.
  • 2qbo Convert Pro+ Express includes a 50 day PDF+ license (scanned image conversion) so that you can easily convert both scanned and text-based PDF documents from your bank, credit card or brokerage firm into .QBO files for import into QuickBooks Desktop or QuickBooks Online.
  • Advanced PDF options allow the handling of non-standard text, selecting  accounts within a PDF statement to convert, and an advanced Payee Cleanup feature that prevents duplicate Payees and makes your reports easier to read.
  • Please note: 2qbo Convert Pro+ Express is currently only available for Windows.

SKU: N/A Categories: ,

Main Interface

2qbo Convert Screenshot

click to enlarge (will open in new window)


2qbo Convert Pro Settings

click to enlarge (will open in new window)

Mac Version

2qbo Convert Pro Screenshot on Mac

click to enlarge (will open in new window)

PDF Before/After

2qbo Convert Pro results width=

click to enlarge (will open in new window)

Product Description

2qbo Convert Pro+ Express is a streamlined collection of MoneyThumb financial file converters created especially for the needs of professional QuickBooks advisors. Transform your bank-supplied financial documents into the .qbo format necessary for easy import into QuickBooks. With the power of MoneyThumb’s PinPoint OCR (optical character recognition) technology, 2qo Convert Pro+ can transform image-based .pdfs, low-quality searchable .pdfs and text-based .pdfs into the .qbo format for import into QuickBooks. This Express product’s 50 day license length is perfect for short-term assignments or one-off jobs.

This Pro+ product’s single, unified interface includes all the functionality of seven of our Convert series products. Read transactions from PDF files, CSV files, QIF files, or even QBO files. Convert that data to either CSV format for editing, or directly to QBO format for input into QuickBooks. Save profiles when working with statements from different accounts, and process multiple statements in a single operation. Pro also includes advanced PDF options that allow the handling of non-standard text, selecting which accounts within a PDF statement to convert, and the removal of extra text from payee names for clean import into QuickBooks.

  • License Length: 50 Day License Length for short-term projects and assignments
  • PinPoint OCR: MoneyThumb’s sophisticated OCR technology that checks its own work to ensure critical characters are converted.
  • Easy Interface: Simple-to-use and user-friendly platform.
  • One-Step Conversions: Instantly converts with the click of a button.
  • Efficient: Automatically checks formats, bypasses non-relevant errors and yields maximum data.
  • Worldwide Functionality: Delivers your choice of currency, as well as both U.S. and European date formats.
  • Advanced Security: Runs on the desktop without requiring direct access to your financial accounts.
  • Flexible: Suitable for import into both QuickBooks Desktop and QuickBooks Online.

Compare 2qbo Convert Pro+ Express with other PDF conversion solutions for QuickBooks here.

PinPoint OCR

MoneyThumb’s PDF+ with PinPoint OCR is a must-have even if you already have other OCR software. The reason is that PinPoint OCR is specifically optimized for reading bank and credit card statements, and utilizes the expected content of the document to correct errors. No OCR process is perfect, and even the best OCR processing will occasionally get fooled by dirt or dust and transpose lookalike characters such as 1-l, 5-S, or a-g. And if the original document or scan is of poor quality, the numbers of errors goes up dramatically.

MoneyThumb’s core OCR processor is from a company that specializes in OCR and ranks with the best in terms of quality. In addition we improve results by doing a second pass with PinPoint technology. PinPoint leverages the fact that bank and credit card statements are composed of columns with dates and currency values. Therefore the converter can identify text which is in column of dates or amounts, but does not fit that format. Something simple such as an S instead of a 5 would otherwise make such a transaction unrecognizable. Or a date with a month such as Aua rather than Aug.

PinPoint Recognition

PinPoint OCR does a second recognition pass on just the text that didn’t appear to be correct, and constrains the OCR engine to only return text strings that match the expected format. By doing this, PinPoint enables the converter to correctly process many transactions that otherwise would require manual correction. The result is 100% accuracy on many documents that had frequent errors before PinPoint processing. And even if a text snippet is completely illegible, the line containing that text will be automatically flagged as a possible transaction. This highlighting capability significantly speeds workflow when processing less than perfect PDF scans, and saves you the time of otherwise hunting through a long statement for a missing transaction.

Payee Cleanup

MoneyThumb’s Payee Cleanup provides an automated way to remove extraneous text from the payee descriptions that are often found in bank and credit statements, and convert them into meaningful payee names. For example you would probably want ‘Staples’ rather than something like “Checkcard payment on 01/12 to Staples #123”. A meaningful name makes it possible to total up amounts spent at any one store, and then also categorize transactions so that your spending records are more accurate.

Payee cleanup can automatically remove phone numbers, amounts, dates, state name abbreviations, and store numbers from payee names. You can replace punctuation by spaces, and compress extra spaces. You can also specify phrases to remove such as “Checkcard payment”, “POS charge”, or “PayPal”. And you can use wildcard patterns to remove all words starting or ending with a certain prefix/suffix. Finally you can adjust the payee name to be upper case, lower case, or title case. Each cleanup option is individually selectable.

You can test which options and phrases to use interactively. The cleanup options are shown in one window, and the preview list of transactions are in a window next to it. As you click an option or type a phrase, all the payee names will instantly reflect your options. You can see exactly how your choices modify the names.

Payee Cleanup Simulation

When you accept the options and import the transactions, the payee name will be the cleaned up text. The original full descriptive text can also be duplicated into the memo field.

5716 Corsa Ave., Suite 110 Westlake Village, CA 91362-7354

For the fastest response to support inquiries, please use our ticketing system at: [email protected]

For other business contact us at: [email protected]