2QBO Convert Pro: A Powerful Tool to Convert PDF Statements to QBO Format for QuickBooks
If you are looking for a fast and easy way to convert your PDF bank statements, credit card statements, or brokerage statements into QBO format for QuickBooks, you might want to check out 2QBO Convert Pro by MoneyThumb. This software is designed to help you import your financial data into QuickBooks without any hassle or manual data entry. In this article, we will review the key features and benefits of 2QBO Convert Pro, show you how to use it to convert your PDF statements to QBO format, and tell you how you can get a free trial or subscribe to the software.
Key Features and Benefits of 2QBO Convert Pro
2QBO Convert Pro is a powerful tool that offers many features and benefits for users who want to convert their PDF statements to QBO format for QuickBooks. Here are some of them:
- Instant, one-step conversions: You can run conversions with the single click of a button, without any complicated settings or configurations. The software will automatically recognize the transactions in your PDF statements and convert them into QBO format. It will also reconcile the transactions against the statement balances or totals to verify accuracy.
- Easy to use interface: The software has a user-friendly platform that is simple to use, even for people with no experience in computer software. You can easily upload your PDF files, review the transactions, edit them if needed, and convert them into QBO files. You can also preview the QBO files before importing them into QuickBooks.
- Advanced security and privacy: The software runs on your desktop only, without requiring any direct access to your bank accounts or online services. Your financial data is safe and secure on your own computer, and you can delete it anytime you want. The software does not store or transmit any of your data online.
- Comprehensive and extensive support for various file types and formats: The software can process both bank account and credit card statements, as well as brokerage statements. It can handle both scanned or downloaded PDF statements, as well as CSV or Excel files. It can also convert QIF files or other QBO files into QBO format. It supports both U.S. and European date formats, as well as your choice of currency.
- Worldwide functionality and compatibility: The software works with any bank or financial institution that provides PDF statements. It is compatible with both QuickBooks Online and QuickBooks Desktop versions, as well as QuickBooks for Mac. It can also work with other accounting software that supports QBO format.
How to Use 2QBO Convert Pro to Convert PDF Statements to QBO Format for QuickBooks
Using 2QBO Convert Pro to convert your PDF statements to QBO format for QuickBooks is very easy and straightforward. Here are the steps you need to follow:
- Step 1: Download, install and run the softwareStep 2: Select a PDF file with transactions and review them
You can drag and drop your PDF file into the software, or click on the Browse button to locate it on your computer. The software will scan the file and display the transactions in a table. You can review the transactions and make any changes if needed. You can also split or merge transactions, add or delete rows, or adjust the dates or amounts. You can also assign categories, payees, or memos to the transactions if you want. – Step 3: Backup your QuickBooks file before importing any file
Before you import any file into QuickBooks, it is always recommended that you backup your QuickBooks file first. This way, you can restore your data in case of any errors or issues. To backup your QuickBooks file, go to File > Backup Company > Create Local Backup and follow the instructions. – Step 4: Click Convert to convert PDF to a QBO file
Once you are satisfied with the transactions, you can click on the Convert button to create a QBO file. The software will ask you to select a bank or credit card account from a list of supported institutions. If your bank or credit card is not on the list, you can select Other and enter the name of your bank or credit card. The software will also ask you to enter the account number and type for the QBO file. After that, the software will convert the PDF to a QBO file and save it on your computer. – Step 5: Import the created file to QuickBooks
The final step is to import the created QBO file into QuickBooks. To do this, open QuickBooks and go to File > Utilities > Import > Web Connect Files. Locate the QBO file on your computer and click Open. QuickBooks will ask you to select an existing account or create a new one to import the transactions. After that, QuickBooks will import the transactions and show you a confirmation message.Pricing and Availability of 2QBO Convert Pro
2QBO Convert Pro is available for both Windows and Mac users. You can download a free trial version of the software from the MoneyThumb website. The free trial version allows you to convert up to three PDF files with up to 10 transactions each. If you want to convert more files or transactions, you can subscribe to the software for either $19.95 per month or $199 per year. The subscription includes unlimited conversions, free updates, and priority support. You can also cancel your subscription anytime.
If you are not satisfied with the software for any reason, you can request a full refund within 14 days of purchase. MoneyThumb also offers a 100% satisfaction guarantee and a customer support team that is available 24/7 via email, phone, or chat.
Conclusion and Recommendations
2QBO Convert Pro is a powerful tool that can help you convert your PDF statements to QBO format for QuickBooks in a fast and easy way. It has many features and benefits that make it a reliable and convenient solution for importing your financial data into QuickBooks. It is compatible with any bank or financial institution that provides PDF statements, and it works with both QuickBooks Online and Desktop versions.
If you want to save time and hassle when converting your PDF statements to QBO format for QuickBooks, we recommend that you try out 2QBO Convert Pro today. You can download a free trial version from the MoneyThumb website or subscribe to the software for a reasonable price. You can also take advantage of their money-back guarantee and customer support if you have any questions or issues.
To download 2QBO Convert Pro now, click here.
Frequently Asked Questions
- What is QBO format?
- What is PDF format?
- Why do I need to convert PDF statements to QBO format?
- How long does it take to convert PDF statements to QBO format?
- What are the system requirements for 2QBO Convert Pro?
QBO format is a file format that is used by QuickBooks to import bank transactions from online banking services. QBO stands for QuickBooks Online Bank Statement File.
PDF format is a file format that is used by many banks and financial institutions to provide electronic statements of account activity. PDF stands for Portable Document Format.
If you want to import your bank transactions into QuickBooks, you need to convert them into QBO format first. This is because QuickBooks does not support importing transactions directly from PDF files.
The conversion process depends on the size and complexity of your PDF files, but it usually takes only a few seconds or minutes per file. You can see the progress of the conversion on the software interface.
2QBO Convert Pro works on both Windows and Mac computers. For Windows, you need Windows 7 or higher, and for Mac, you need Mac OS X 10.10 or higher. You also need at least 4 GB of RAM and 100 MB of free disk space.
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