SlickConnect

Convert financial files to Quickbooks Online with SlickConnect

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multiple file types to qbo
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Using QuickBooks desktop or looking for other conversion alternatives? Compare SlickConnect with other MoneyThumb converters for QuickBooks .

SlickConnect

From: $14.95 / month and a $49.95 sign-up fee

Connect with QuickBooks Online to convert your data

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 Online.

  • SlickConnect includes PDF+ so that you can easily convert both scanned and text-based PDF documents from your bank, credit card into QuickBooks Online.
  • Import data from PDF, CSV, Excel, .QIF, and even Web Connect 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.
  • 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.
  • SlickConnect runs on your Windows or Mac OS X desktop and connects to QuickBooks Online via our secure web site
  • Please note:
    1. The PDF+ module that does OCR for scanned documents is currently only available for Windows.
    2. SlickConnect currently only works with the US version of QuickBooks.
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Mac Version

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PDF Before/After

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Product Description

SlickConnect is a streamlined package of MoneyThumb financial file converters that import data directly into QuickBooks Online. Import bank statement and financial files into QuickBooks Online, convert data in and out of Excel or other spreadsheet programs for editing, convert multiple files in a single step, and even perform basic editing of transactions.  Use MoneyThumb’s intuitive Preview mode to view and edit transaction data before the actual conversion.

SlickConnect‘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 into QuickBooks Online. Save profiles when working with statements from different accounts, and process multiple statements in a single operation. SlickConnect 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 Online.

  • 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: Connects with QuickBooks Online with their recommended secure protocols

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.



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