Easy to use secure solution to review/convert your transactions and import into your accounting software. Convert PDF to QBO and import into QuickBooks 2018, 2017, 2016, 2015, (PC/Mac/Online). Review transactions in a readable view before converting
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.
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.
The latest version of QuickBooks 2018 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 2018 then QuickBooks 2016 is the earliest version that imports QBO (Web Connect) files. You may find that 2015 still imports QBO (Web Connect) files, please use the trial version to confirm that before purchasing.
IMPORTANT: If existing account list does not have the account you need to import into, please return to Step 1 above and ready carefully.