User guide for PDF2QBO v3 converter

How to use PDF2QBO to convert a PDF file?

  1. 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.
  2. Click the Save button to save loaded transactions to QBO 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.


How I should import a QBO file that PDF2QBO created under QuickBooks 2015+ QuickBooks (including 2017)?

Knowledge Base Articles

Please visit Knowledge Base section on our site for more articles. Click on the tag link to get related articles.

Get Support for your specific question

Please visit Support section and open a ticket to get help for your specific situation (all details are kept confidential).