Save time: This is the easiest and the fastest way to get your bank, credit card transactions in PDF format converted into QBO (Web Connect) format
Do it now:PDF2QBO is so easy to use, and, to convert bank, credit card transactions to QBO (Web Connect), you don't have learn anything (it will ask to point to the original file, show it for review, and you just press the Save button to save a QBO (Web Connect) file)
Keep it simple: Download in seconds, install in seconds, no current software altering, no plugins to plug - just run the program, convert your file from PDF to QBO (Web Connect) and close it until the next time you need it
Do not repeat yourself: You can load your bank, credit card transactions at once into PDF2QBO to combine and create one QBO (Web Connect) file and load it once
What can I do with PDF2QBO?
Convert bank, credit card transactions (PDF) to QBO (Web Connect) format reviewing all transactions before converting
Use it to view your original transaction files (this is free option, no purchase required)
Combine multiple PDF files into single QBO (Web Connect) file and load it once
Automate conversion using commandline mode (pdf2qbo.exe input.file output.QBO (Web Connect))
Why should I trust PDF2QBO?
PDF2QBO runs on your desktop - there is no uploading, downloading, website logins. Only you, your computer, your file and PDF2QBO.
If I need any help with conversion, can you help me?
We will help you (30 days of premium email support is included with your order, and more support is available)
Your response was quick and helpful, though I was confused as to why the qif2qfx would not work and the fixmyqif did was strange. Im saving the money so I can pay for the license but wanted to say that this program works easily and accurately Thanks
While my issues are not yet resolved, I did report my problems on a weekend and did hear back from Sergiy. I am confident we will get this issue resolved.
Your file will be fully parsed in the trial mode, so you can verify that PDF2QBO understands your transactions file correctly.
You can create fully functional and loadable QBO (Web Connect) file before purchasing (with limitation to 10 transactions - this limitation is removed after you register).
Where is the manual how to use PDF2QBO?
Start PDF2QBO, it will show the file dialog to locate a one or more of PDF files. Click on the file (or hold CTRL and click on more than one file to select multiple files) and click Open on the file dialog.
Click the Save button to save loaded transactions to QBO (Web Connect) file.
Which PDF statements are supported?
PDF statement must downloaded directly from your bank. When you open a PDF file in a PDF viewer, the text must be selectable and allowed to be copied.
Are scanned PDF statements supported?
Not a this moment. You will spend a lot of time correcting OCRed scanned document. It is faster and easier to use Excel to enter data and use one of our CSV2* converters to convert to required format.
Which QuickBooks version can import QBO (Web Connect) files?
The latest version of QuickBooks 2017 imports QBO (Web Connect) files. Earlier QuickBooks versions import QBO (Web Connect) files until they becomes three years old. For example, if right now year 2017 then QuickBooks 2015 is the earliest version that imports QBO (Web Connect) files.
You may find that 2014 still imports QBO (Web Connect) files, please use the trial version to confirm that before purchasing.
How I should import a QBO file that PDF2QBO created under QuickBooks 2015+ QuickBooks (including 2017)?
1. Start Quickbooks, and click Lists, then Chart of Accounts. Verify that the account you need to import into is NOT ONLINE LINKED. If it has the yellow strike icon, edit the account first and activate online link.
1.1. IMPORTANT: If the account has yellow strike icon, select Account, Edit Account, then click on the Bank Feeds (Online Services in older versions) tab, select "Deactivate All Online Services" and Save the changes.
2. Under the main menu, click Banking, then Online Banking, then Import Web Connect File (or click File, then Utilities, then Import, then Web Connect Files).
3. On the file dialog, nagivate to the folder where you saved a QBO (Web Connect) file, select it and click Open.
4. On the import screen, select an account from the account drop down list or select to create new account.
IMPORTANT: If existing account list does not have the account you need to import into, please return to Step 1 above and ready carefully.
5. Transactions are imported (almost done.
6. In Banking Feeds Center, select bank, and click the Transaction List button to start reviewing imported transactions.
7. Review transactions, match payees names to vendor records and assign expense/income accounts and complete transactions import into the register.
Who is ProperSoft?
ProperSoft is small software company based in Ontario, Canada.
ProperSoft makes converters between various financial formats.